Branch Business Coordinator; Beverly Hills, CA

Summary

Under limited supervision, assists with the execution of the strategic plan for overall growth of the Branch or Complex. Uses knowledge and skills obtained through education and experience to resolve service or project management issues, and maintains extensive contact with internal and external customers to establish and maintain networking relationships that support new business creation.

• 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 and 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 related to client accounts and inquiries.
• Assists with planning and coordinating special projects for the branch or complex, including 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, providing consultation and education regarding the Raymond James and Associates platform.
• Maintains a prospect database and gathers information for the branch or complex manager to determine suitability in the recruiting process.
• Assists with preparation of payout analyses based on prospects’ production and mix of business.
• Coordinates and oversees the transition process for internal transfers and/or new affiliates, ensuring professional recruiting from initial contact through onboarding.
• Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.
• Performs other duties and responsibilities as assigned.

• Associate’s degree and five years’ experience in the financial services industry or related field.
• Bachelor’s degree and a minimum of two years’ experience in the financial services industry or related field.
• Equivalent combination of experience, education, and/or training as approved by Human Resources.

None required.

Salary Range: $55,000 – $80,000 per year.
Travel: Less than 25%
Workstyle: Resident
Compensation Package: Base salary with potential additional compensation (cash or equity), discretionary bonuses, or commissions. Eligible for benefits including medical, dental, and vision; life insurance; critical illness and accident insurance; disability benefits; retirement savings; paid time off (vacation, holidays, sick leave); and parental leave.

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.