Branch Business Coordinator (Beverly Hills, CA)

Responsibilities

• Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
• Serves as a liaison between internal and external customers to enhance the client or prospect experience.
• Maintains administrative procedures and coordinates execution of client or prospect requests.
• Works directly with home office departments to streamline branch-home office workflow.
• Researches and resolves moderately complex problems related to client accounts and inquiries.
• Aids in planning and coordinating special projects for the branch or complex, including events for clients or prospects that yield a return on investment.
• Maintains expertise in practice management tools and resources, reporting, and compliance practices.
• Affords continuing education to team members and maintains strong relationships with key business partners, both internal and external.
• Assists in the recruitment of prospective advisors, providing consultation and education about the Raymond James and Associates platform.
• Maintains a prospect database, collecting information and data on prospects to aid the branch or complex manager in the recruiting process.
• Prepares payout analyses based on prospects' production and mix of business.
• Coordinates and oversees the transition process for internal transfers and/or new affiliates across various functional areas to ensure a professional recruiting process from initial contact through transition to the branch, ensuring proper execution of every step of the commitment/onboarding process.
• Collaborates with home office departments to identify and pursue product sales opportunities and new business ventures for financial advisors.

Qualifications

• 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.

Education: Bachelor’s, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience: None

Licenses/Certifications: None

Pay

$55,000.00 - $80,000.00

Schedule

Less than 25%

Benefits

This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Company Culture

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

Workstyle

At Raymond James, we believe in bringing our best authentic selves to work. When associates do so, our organization, clients, and communities thrive. We expect our associates to 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 to grow professionally and inspire others to do the same.