Complex Business Coordinator

Complex Business Coordinator

Requirements

• Strong understanding of branch and/or complex market strategy.
• Comprehensive understanding of company policies and procedures and industry rules and regulations.
• Concepts, practices and procedures of business development in a financial services environment.
• Financial markets and products.
• Effective questioning and listening techniques.
• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Use oral and written communication skills to interact effectively with all levels of the organization and external clients.
• Provide and lead others in providing a high level of customer service in a calm, courteous and professional manner, utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
• Project a professional and pleasant appearance and demeanor to work with prospects; utilize tact and diplomacy in a deadline-driven environment.
• Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
• Maintain currency in investment advisor and financial planner services and products.
• Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Work independently, under minimal supervision.

Responsibilities

• Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
• Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.
• Works directly with home office departments to coordinate branch-home office workflow.
• Researches and resolves moderately complex problems relating to client accounts and inquiries.
• Assists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment.
• Maintains expertise in practice management tools and resources, reporting and compliance practices.
• Assists branch manager, complex manager, or practice business manager with continuing education of team members.
• Maintains strong relationships with key business partners both internal and external.
• Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.
• Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.
• Assists with preparation of payout analyses based on prospect’s production and mix of business.
• Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.
• Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.
• Performs other duties and responsibilities as assigned.

Preferred Qualifications

No preferred qualifications provided.