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Complex Business Coordinator-San Francisco, CA in San Francisco, CA at honor foundations

Date Posted: 11/8/2024

Job Snapshot

Job Description

Job Summary:

Under limited supervision, assists with the execution of 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. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business creation.

Essential Duties and 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.

    • Job Requirements

    Qualifications:

  • Strong understanding of branch and/or/complex market strategy.

  • Comprehensive understanding of company policies and procedures and industry rules and regulations.

  • Concepts, practices and procedures of business development in a financial services environment.

  • Financial markets and products.

  • Effective questioning and listening techniques.

  • Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.

  • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

  • Use oral and written communication skills to interact effectively with all levels of the organization and external clients.

  • Provide and lead others in providing a high level of customer service in a calm, courteous and professional manner, utilize tact and diplomacy in dealing with customers in a deadline-driven environment.

  • Project a professional and pleasant appearance and demeanor to work with prospects utilize tact and diplomacy in a deadline-driven environment.

  • Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.

  • Maintain currency in investment advisor and financial planner services and products.

  • Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

  • Work independently, under minimal supervision.

    Educational/Previous Experience Requirements:

  • Associates degree in related field and/or five years industry experience or Bachelor’s degree and one to two years’ experience in the financial services industry,

    ~or~

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

    Licenses/Certifications:

  • None.

    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.



    We expect our associates at all levels to:

    Grow professionally and inspire others to do the same

    Work with and through others to achieve desired outcomes

    Make prompt, pragmatic choices and act with the client in mind

    Take ownership and hold themselves and others accountable for delivering results that matter

    Contribute to the continuous evolution of the firm

    • footerLogo

    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873