Consulting Support Specialist I

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234376

Position Title:

External Description: Description & Requirements

Busy office has immediate need for fast-paced individual eager to learn. Will be responsible for administrative and client support for a Louisville-based company providing on-site and web-based educational services to the financial institution industry. Candidate should have a positive, willing attitude and be able to coordinate and work well with other team members. Duties include performing administrative tasks related to seminar/webinar program scheduling, marketing efforts, database entry, client product support, and other related administrative and operational duties.

How you will contribute:

• Perform data entry into various systems for reporting and tracking of operations
• Entry into Momentus registration system and learn reporting features
• Provide daily communications and support to the Education team
• Answer Education support line and monitor dedicated emails to assist clients with registrations, confirmations, receipts, program inquiries, etc
• Enter and process payments for registrations and fulfillment orders as well as subscription billing orders
• Perform other administrative and clerical tasks of Education operations, such as submitting programs and topic information for CPE approval
• Monitor/track registration and marketing initiatives
• Monitor email marketing and informational notifications
• Track registration counts on daily/weekly basis and schedule additional marketing based on counts and availability
• Enter and maintain educational program information on company's website
• Proofreading
• Assist Operations Manager and Managing Director with operational tasks as assigned.
• Provide support to team and business development executives
• Perform demonstrations of software products for clients
• Provide client assistance and onboarding tasks for new clients

We are looking for people who have Forward Vision and:

• Ability to effectively prioritize and execute tasks to completion
• Ability to work in a team-oriented office environment
• Excellent written and oral communication skills
• Excellent listening and interpersonal skills
• Highly self-motivated and directed
• Keen attention to detail
• Eagerness to learn new skills and take on new responsibilities

Minimum Requirements

• High school diploma required. Some college preferred
• Must be proficient with Microsoft Outlook, Word, and Excel software applications
• Advanced level of Excel skills (Formulas, Pivot Tables, Charts, Spreadsheets)
• Ability to use Adobe Acrobat is a plus
• Ability to use Canva is a plus

#LI-LOU

#LI-CH1

City: Louisville

State: Kentucky

Community / Marketing Title: Consulting Support Specialist I

Location_formattedLocationLong: Louisville, Kentucky US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.