Financial Advisor Coordinator

Reports to: Manager, Investment Services

Functions Supervised: None

Primary Functions: Responsible for providing administrative support to facilitate new business and service existing accounts in alignment with goals & industry requirements.

Duties and Responsibilities:

1. Provide administrative support to promote department sales and quality of service to prospective and existing clients.
2. Assist with coordination of department events and educational workshops.
3. Direct inquiries to appropriate individuals, and schedule and coordinate appointments.
4. Route and track referral sources and outcomes.
5. Provide accurate and timely reporting to financial advisors and management.
6. Collect required documentation, deposits, premiums, etc. in a timely and complete manner when directed, in accordance with regulatory requirements.
7. Coordinate with program partners to assist with account inquiries and servicing requests and help resolve any issues relating to products and services.
8. Adhere to organizational and industry guidelines, policy, procedure, compliance, licensing, and training requirements.
9. Maintain proficiency with organization and program partner systems.
10. Perform other duties as assigned.

Education: Bachelor's degree in Business Administration or other related field preferred.

Creditable Experience in Lieu of Education: Two years' experience as an assistant in financial services or investment sales. Two years' general office experience which included direct customer contact.

Experience/Skills: Two years' experience as an assistant in financial services or investment sales. Aptitude for using computers and electronic systems. Must be self-motivated, quick learner, resourceful, and possess good organizational and communication skills, and demonstrate the ability to get along well with the public. Must have the ability to accomplish assigned tasks with minimum or no supervision within an established time frame.

Tenure: Not Applicable

Financial Advisor Coordinator (Category 12)

Salary Pay Range: $48,387 - $73,549 annually. Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs.

Equal Opportunity Employer