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Practice Business Coordinator
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Full-time
- Under limited supervision, supports the development and overall growth of the financial advisor/team's practice, which may include facilitating revenue growth by increasing in-house sales and client base, improving productivity and/or monitoring and controlling expenses.
- Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development.
- Supports delivery of the client experience, including maintaining administrative procedures as well as coordinating execution of client requests.
- Maintains expertise in practice management tools and resources, client reporting and compliance practices.
- Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors and to coordinate branch-home office workflow.
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