Practice Coordinator

Practice Coordinator

Our wealth management and retirement consulting firm client is seeking a highly organized, proactive Practice Coordinator to support office operations, advisor needs, and retirement plan services. This role is essential to keeping our team operating efficiently and ensuring exceptional service to our clients.

Position Summary

The Practice Coordinator provides administrative, operational, and retirement plan support to our team. This individual serves as a dependable resource who takes ownership of responsibilities, follows through on details, and helps ensure work moves forward without delays. This is not a passive administrative position. We are seeking someone who naturally takes initiative, anticipates next steps, follows through without constant supervision, and helps keep projects moving forward.

Responsibilities

• Support daily office operations and administrative needs
• Manage incoming calls, mail, scanning, and document processing
• Maintain organized electronic and physical files
• Track outstanding items and ensure timely completion of assigned tasks
• Assist with retirement plan enrollments, communications, and follow-up activities
• Prepare meeting materials, reports, and statements
• Support advisors and team members with administrative projects and requests
• Maintain accurate records and handle confidential information appropriately

Who Thrives Here

Takes ownership of responsibilities from start to finish

Enjoys keeping projects organized and moving forward

Communicates proactively and follows through consistently

Notices details others miss and takes pride in accuracy

Anticipates needs rather than waiting to be directed

Enjoys supporting a team and contributing to overall success

Is dependable, responsive, and highly organized

Qualifications

• Administrative, office support, operations, or client service experience preferred of 3+ years
• Strong Microsoft Office skills (Outlook, Word, Excel)
• Excellent organizational and communication skills
• Ability to manage multiple priorities and deadlines
• Financial services experience is helpful but not required