Complex Business Coordinator
Core
Supports execution of strategic plans to monitor expenses, facilitate revenue growth, and improve productivity for a financial services branch or complex.
Role type
Business Coordinator (Financial Services)
Builds
Client/prospect experience, special events, and onboarding processes for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic plan execution, expense monitoring, revenue growth facilitation, client account research, practice management tools, compliance practices, prospect database management, payout analysis, transition coordination, product sales partnership
Preferred skills
Networking relationship establishment, continuing education coordination, branch-home office workflow coordination
Technologies
Practice management tools, reporting systems, prospect database
Responsibilities
Monitor and control expenses, coordinate client/prospect requests, research and resolve moderately complex client account problems, plan special events for clients/prospects, maintain expertise in compliance practices, assist with team continuing education, maintain relationships with key business partners, provide consultation on the firm platform, maintain prospect database, prepare payout analyses, coordinate internal transfers and onboarding, partner with home office to generate new business opportunities
Seniority
Mid-level, hands-on IC
