What are the responsibilities and job description for the Implementation Coordinator position at Korhorn Financial Group Inc?
Implementation Coordinator
Department: Wealth Management
Reports To: Implementation Team Leader
Position Mission Statement
To deliver referable value to our clients and the firm by coordinating implementation efforts on Financial
Advisor’s recommendations and client requests.
Responsibilities and Tasks
-Meeting follow-up process is managed to ensure that all follow-up tasks are completed and that
proper communication with various KFG team members and clients is achieved
-Maintains knowledge of best practices, regulatory changes, and new technologies as related to KFG
and partner custodians and effectively communicates changes in policy, practice, and resources to
KFG team
-Initiate and manage the Follow Up Process after client meetings and/or by client request
-Audit tasks to ensure efficient completion
-Appropriate paperwork prepared and processed according to custodian, broker-dealer, and KFG
requirements
-Hold Rollover calls with clients and outside firms to initiate money movements to KFG
-Problem solving and correction when errors or delays occur
-Collaborate with internal KFG departments as needed
-Process checks according to one business day standard
-Regularly assess data integrity in appropriate software/custodian interfaces
-Participate in regular cross training to enhance personal and team knowledge
-Complete financial transactions for client accounts and investment models as directed (Senior)
-Track and manage financial transactions to measure firm Assets Under Management (AUM) (Senior)
-Prepare and process annuity paperwork for implementation of all annuity strategies and
recommendations by Financial Advisor(s) (Senior)
-Performs other duties as required
Required Skills and Abilities
-Willingness to pursue professional development and industry credentials
-Strong written and verbal communication skills
-Significant computer and software training or experience (i.e., Microsoft Office, CRM Software)
-Intrinsically motivated to take responsibility for and complete complex transactions
-Time management skills to prioritize workload appropriately in a fast-paced environment
-Strong math skills and analytical abilities
-Must be well organized and detail oriented
-Must be able to effectively collaborate with KFG members and external financial professionals
-Service oriented when interacting with clients
-Must be coachable and goal oriented
-Must exemplify the firm’s corporate values and represent the company well in the community and in
all dealings with vendors, clients, and other affiliates
-Obtain Series 65 as a Senior Implementation Coordinator
Education and Experience
-Bachelor’s degree from an accredited college or university (preferred)
-Financial industry experience preferred, but not required
Physical Requirements
-Prolonged periods of sitting at a desk and working on a computer