Branch Business Coordinator; Coral Gables, FL

Position: Branch Business Coordinator (Coral Gables, FL)
** 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.

** Language Requirements*
* + Spanish (Advanced)

** Education/Experience Requirements*
* + Associates degree and five years' experience in financial services industry or related field

~or~

+ Bachelor's degree and a minimum of two years' experience in the financial services industry or related field

~or~

+ An equivalent combination of experience, education and/or training as approved by Human Resources

** Licenses Required*
* + None