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Position: Practice Coordinator/Administrative Professional
Reports to: Supervisor, Support Services
COMPENSATION & BENEFITS:
ORGANIZATION/BUSINESS OVERVIEW:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. This position is for a growing financial practice located in Madison, WI. We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
Responsibility Faith Integrity Growth Gratitude Service
POSITION SUMMARY:
We are looking for a detail-oriented and highly organized individual to take on the role of Practice Coordinator. This role will be responsible for managing various administrative tasks to ensure the smooth operation of our practice. This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management.
As a Practice Coordinator, you will work directly with the financial advisor and be a vital piece of the advisor’s practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills, and abilities.
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by- step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND EXPERIENCE:
Job Type: Full-time
Pay: $20.00 - $25.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Work Location: In person
Full Time
Business Services
$42k-51k (estimate)
06/01/2024
09/27/2024
northstarfinancial.com
AUSTIN, TX
200 - 500
1908
NANCY KOESTLER
$10M - $50M
Business Services
North Star Resource Group is a Minneapolis-based financial services firm that provides individuals, families and businesses with the resources needed to create, preserve and protect their wealth. With a network of 170 advisors in 22 states, North Star has contributed to the financial security and well-being of over 140,000 individuals.* Additionally, North Star contributes 10 percent of profits each year to worthy nonprofits through the Scott Richards North Star Foundation, totaling $5 million donated since 2004. *Data as of 12/31/19
The job skills required for Practice Coordinator include Microsoft Office, Problem Solving, Confidentiality, Attention to Detail, Written Communication, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Practice Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Practice Coordinator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Practice Coordinator positions, which can be used as a reference in future career path planning. As a Practice Coordinator, it can be promoted into senior positions as a House Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Practice Coordinator. You can explore the career advancement for a Practice Coordinator below and select your interested title to get hiring information.
If you are interested in becoming a Practice Coordinator, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Practice Coordinator for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Practice Coordinator job description and responsibilities
These coordinators are required to schedule all appointments for their customer service representatives and directing them to maintain a positive attitude and customer service to their clients.
03/22/2022: Nashville, TN
A practice coordinator oversees the various aspects of a medical office.
01/20/2022: Tulsa, OK
Practice managers also make sure that all of the legal obligations for the medical office are met.
02/16/2022: Tucson, AZ
Assists with the smooth operations of the practice and ensures quality patient experiences.
03/03/2022: Memphis, TN
Experience ordering medical & office supplies for high volume practice.
03/09/2022: Florence, AL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Practice Coordinator jobs
Medical Staff Coordinators reach similar levels of education than Practice Coordinators.
01/06/2022: Huntington, WV
Practice Coordinators and Referral Coordinators, some of the skills necessary to complete the responsibilities of each role are similar.
12/27/2021: Cincinnati, OH
Appointment coordinators must also perform administrative duties such as faxing, filing records, and data entry.
01/19/2022: San Francisco, CA
Practice coordinator must work with a variety of staff who work from or are based within the practice.
03/12/2022: Moline, IL
Worked collaboratively with practice operations to facilitate provider understanding and acceptance of good business management.
01/01/2022: Modesto, CA
Step 3: View the best colleges and universities for Practice Coordinator.