Branch Business Coordinator (Coral Gables, FL)

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 coordinate branch-home office workflow.
• Researches and resolves moderately complex problems relating 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 under the guidance of the branch manager, complex manager, or practice business manager.
• Maintains strong relationships with key business partners both internally and externally.
• Assists with 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 recruitment process.
• Aids in preparing payout analyses based on prospects' production and business mix.
• 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 leverage product sales and generate new business opportunities 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.

Skills

• Spanish (Advanced)

Benefits

• Total compensation includes base salary or wages, and may include additional compensation (cash or equity), discretionary bonuses, or commissions.
• The 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.

Pay

Commensurate with experience.

Schedule

Varies.

Workstyle

Resident.