Practice Coordinator

Job Purpose

The Advisor Support Role serves as a key player in driving team initiatives, internal and external correspondence, and maintaining exceptional client relationships. The Advisor is looking for someone who is adaptable and can handle changing priorities, comfortable using a variety of technology platforms, who enjoys client service, and is highly organized.

Key responsibilities include assisting the advisor with administrative support, scheduling, completion of applications, and collaboration with internal departments.

Duties and Responsibilities

· Handle incoming calls in a friendly and professional manner

· Accurately complete, submit, and follow up on status of all new business applications

· Proactively manage internal platforms and systems so FSR’s client information is up to date and accurate

· Schedule and confirm appointments in a timely manner

· Act as direct liaison between Financial Advisor and clients

· Provide ad hoc support on assigned projects and any escalations

· Supervise Advisor’s social media accounts and marketing campaigns

· Assist with file prep, paper filing and larger mailings

Qualifications

· Excellent verbal and written communication skills

· Exceptionally professional and organized

· Extremely detail-oriented

· Comfortable in a fast-paced environment

· Ability to collaborate with others, build and maintain relationships

· Ability to use discretion and maintain client confidentiality

· Client-first attitude

· Proficiency in Microsoft Office

· Experience in Salesforce is a plus

· Some college or professional experience

* Advisor Support Roles are hired directly by the Financial Services Representative.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• Life insurance
• Paid time off

Work Location: In person

Salary : $45,000 - $55,000