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Financial Services Practice Coordinator
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- Job DescriptionJob DescriptionInsero Talent Solutions has partnered with a dynamic, boutique wealth management firm in Rochester, NY to recruit a Practice Coordinator.
- The practice coordinator is also responsible for the administrative logistics that keep the office running efficiently.
- Follow up on action steps resulting from prospect and client meetings (e.g., monitor high priority tasks, delegate tasks to appropriate team member, maintain CRM system for the Team); establish and maintain solid working relationships with clients; provide ongoing support and service as appropriate.
- Responsible for maintaining office systems including CRM, phone system (RingCentral), document storage (Laserfiche), and various software applications, ex.
- Act as a key contact with our local tech support company and broker/dealer Commonwealths technology department.
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