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    Financial Services Practice Coordinator - Rochester, United States - Inserotalent

    Inserotalent
    Inserotalent Rochester, United States

    1 week ago

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    Description
    1 week ago

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    Job Description


    Insero Talent Solutions has partnered with a dynamic, boutique wealth management firm in Rochester, NY to recruit a Practice Coordinator.

    Job Description


    Insero Talent Solutions has partnered with a dynamic, boutique wealth management firm in Rochester, NY to recruit a Practice Coordinator.

    Summary Of Responsibilities


    This position is responsible for managing workflow through the office and ensuring that all tasks are completed in a timely manner.

    The practice coordinator is also responsible for the administrative logistics that keep the office running efficiently.

    Principal Responsibilities

    Serve as right hand to principal advisor

    Administration tasks include:
    Coordinating calendars and schedules
    Answer phones and greeting clients that come into office
    Possess high-level understanding of roles and responsibilities of each office position; ability to fill in if anyone is out.

    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. Microsoft Office 365/ TEAMS, LastPass and Calendly.
    Act as a key contact with our local tech support company and broker/dealer Commonwealth's technology department.
    Coordinate team meetings, take minutes at team meetings – establish and monitor action steps, and ensure timeliness of completion.
    Coordinate workflow of principal advisor to maintain overall forward direction of firm.

    Work with Outsourced HR Services:
    participate in hiring, training, and annual performance reviews of team members.
    Maintain inventory of office supplies and materials and recommend large purchases to principal advisor.

    Maintain office computer systems:
    working with broker/dealer on set up of new computers, ensuring updates are applied, maintaining equipment inventory and recommending replacement of outdated equipment,
    Oversee maintenance of client files and database records
    Proactively keep principal advisor and team members aware of incomplete or unresolved tasks
    Maintain relationship with all vendors.
    Anticipate needs of the office and handle them proactively.

    Required Knowledge/skills/competencies

    BA or BS in a business discipline
    3+ years of experience in the financial advisory field; experience working with National Financial Services (NFS) processes and forms a plus
    Strong attention to detail and organizational skills
    Ability to multi-task while maintaining and meeting deadlines
    Tech savy
    Excellent knowledge of financial planning concepts and terminology
    Proficiency with computer programs, including Microsoft Teams and Office 365.
    Notary Public a plus
    FINRA Series 6 or 7 securities registration; FINRA Series 63 securities registration a plus

    Seniority level

    Seniority level

    Entry level
    Employment type

    Employment type

    Full-time
    Job function

    Job function

    Finance and Sales
    Industries

    Staffing and Recruiting
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