Talent.com
Implementation Coordinator
Implementation CoordinatorKorhorn Financial Group Inc • Edwardsburg, MI, US
No se aceptan más aplicaciones
Implementation Coordinator

Implementation Coordinator

Korhorn Financial Group Inc • Edwardsburg, MI, US
Hace 12 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Job Description

Job Description

Implementation Coordinator

Department : Wealth Management

Reports To : Implementation Team Leader

Position Mission Statement

To deliver referable value to our clients and the firm by coordinating implementation efforts on Financial

Advisor’s recommendations and client requests.

Responsibilities and Tasks

  • Meeting follow-up process is managed to ensure that all follow-up tasks are completed and that

proper communication with various KFG team members and clients is achieved

  • Maintains knowledge of best practices, regulatory changes, and new technologies as related to KFG

    • and partner custodians and effectively communicates changes in policy, practice, and resources to

    KFG team

  • Initiate and manage the Follow Up Process after client meetings and / or by client request
  • Audit tasks to ensure efficient completion
  • Appropriate paperwork prepared and processed according to custodian, broker-dealer, and KFG

    • requirements

  • Hold Rollover calls with clients and outside firms to initiate money movements to KFG
  • Problem solving and correction when errors or delays occur
  • Collaborate with internal KFG departments as needed
  • Process checks according to one business day standard
  • Regularly assess data integrity in appropriate software / custodian interfaces
  • Participate in regular cross training to enhance personal and team knowledge
  • Complete financial transactions for client accounts and investment models as directed (Senior)
  • Track and manage financial transactions to measure firm Assets Under Management (AUM) (Senior)
  • Prepare and process annuity paperwork for implementation of all annuity strategies and

    • recommendations by Financial Advisor(s) (Senior)

  • Performs other duties as required

    • Required Skills and Abilities

  • Willingness to pursue professional development and industry credentials
  • Strong written and verbal communication skills
  • Significant computer and software training or experience (i.e., Microsoft Office, CRM Software)
  • Intrinsically motivated to take responsibility for and complete complex transactions
  • Time management skills to prioritize workload appropriately in a fast-paced environment
  • Strong math skills and analytical abilities
  • Must be well organized and detail oriented
  • Must be able to effectively collaborate with KFG members and external financial professionals
  • Service oriented when interacting with clients
  • Must be coachable and goal oriented
  • Must exemplify the firm’s corporate values and represent the company well in the community and in

    • all dealings with vendors, clients, and other affiliates

  • Obtain Series 65 as a Senior Implementation Coordinator

    • Education and Experience

  • Bachelor’s degree from an accredited college or university (preferred)
  • Financial industry experience preferred, but not required

    • Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer
    • Crear una alerta de empleo para esta búsqueda

    Implementation Coordinator • Edwardsburg, MI, US

    Ofertas similares
    Sales Coordinator

    Sales Coordinator

    Clayton Homes • Wakarusa, IN, US
    A tiempo completo +1
    Clayton is a vertically integrated housing company that builds, sells, and insures affordable housing.Our commitment to creating a World Class Customer Experience is unparalleled in the housing ind...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    EHS & Training Coordinator

    EHS & Training Coordinator

    Morgan Advanced Materials • Elkhart, IN, US
    Indefinido
    We are seeking a detail-oriented and proactive Training and EHS Coordinator to lead and optimize our training programs while advancing our Environmental, Health, and Safety (EHS) initiatives.This d...Mostrar más
    Última actualización: hace 9 días • Oferta promocionada
    RESIDENT COORDINATOR

    RESIDENT COORDINATOR

    Bethel University • Mishawaka, IN, United States
    A tiempo completo
    RESIDENT COORDINATOR POSITION DESCRIPTION.Director of Residence Life (Primary - may report to other Student Life Directors when arranged). The RC position offers hands-on leadership training and pra...Mostrar más
    Última actualización: hace 3 días • Oferta promocionada
    SRT Coordinator

    SRT Coordinator

    Grand Design RV • Elkhart, IN, USA
    A tiempo completo
    Quick Apply
    Grand Design is currently sourcing for an .As an SRT Coordinator, you will s.Founded in 2012, Grand Design has become one of the fastest-growing RV brands in history and is consistently rated ...Mostrar más
    Última actualización: hace más de 30 días
    Life Enrichment Coordinator

    Life Enrichment Coordinator

    Cedarhurst • Warsaw, IN, US
    A tiempo completo
    Cedarhurst Senior Living is a leading provider of senior living communities, dedicated to enriching the lives of residents through exceptional care and personalized services.With a commitment to ex...Mostrar más
    Última actualización: hace 2 días • Oferta promocionada
    Combo BDM CDM

    Combo BDM CDM

    Ryder • Warsaw, IN, United States
    A tiempo completo
    At Ryder, our most important competitive advantage is our people.As a Customer Service Coordinator, you'll be part of a dynamic team, equipped to succeed and empowered to develop your transportatio...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Case Management Coordinator

    Case Management Coordinator

    Qualified Recruiter, LLC • Warsaw, IN, United States
    A tiempo completo
    We are seeking a detail-oriented professional to manage the end-to-end lifecycle of patient cases.You will serve as the critical link between healthcare providers, engineering teams, and production...Mostrar más
    Última actualización: hace 3 días • Oferta promocionada
    Financial Empowerment Coordinator

    Financial Empowerment Coordinator

    Lacasa Inc • Elkhart, IN, United States
    A tiempo completo
    Job Title : Financial Empowerment Coordinator.In person, Elkhart on Main Street.Life Insurance (paid for by Lacasa).EAP- Employee Assistance Program. The Financial Empowerment Coordinator is a key co...Mostrar más
    Última actualización: hace 1 día • Oferta promocionada
    Inventory Coordinator

    Inventory Coordinator

    GREY WOLF TRANSPORTATION LLC • Elkhart, IN, US
    A tiempo completo
    The Inventory Coordinator is responsible for inventory on the floor and the order entry of that inventory.Accurately enter all received inventory into the Warehouse Management System (WMS).Update i...Mostrar más
    Última actualización: hace 15 días • Oferta promocionada
    General Application

    General Application

    CU •Answers • Mishawaka, IN, US
    A tiempo completo
    Interested in an opportunity to grow, be challenged, and have a rewarding career? We are always looking for great individuals to join our organization!. Or ready to kick start your career, then comp...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Staff Development Coordinator (RN)

    Staff Development Coordinator (RN)

    Signature HealthCARE • Bremen, IN, United States
    A tiempo completo
    Signature HealthCARE of Bremen is a 97-bed offering short-term rehabilitative care as well as long-term care.It is our mission as a family-based organization to revolutionize the healthcare industr...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Coordinator Bill of Materials

    Coordinator Bill of Materials

    Midwest Automotive Designs LLC • Elkhart, IN, United States
    A tiempo completo
    Our custom Sprinter RV camper offers a remarkable blend of luxury, utility, and technology that feels like a private jet with wheels instead of wings. Step inside, and you are immersed in first-clas...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Team Coordinator

    Team Coordinator

    Dunhams Sports • Mishawaka, IN, US
    A tiempo completo
    Dunham’s Sports, one of the largest full-line sporting goods chains in the U.Dunham’s Bait & Tackle.Today we have over 250 stores in over 25 states from Maryland to Montana.We'd...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Staff Development Coordinator (RN)

    Staff Development Coordinator (RN)

    Signature HealthCARE of Bremen • Mishawaka, IN, US
    A tiempo completo
    Signature HealthCARE of Bremen is a 97-bed offering short-term rehabilitative care as well as long-term care.It is our mission as a family-based organization to revolutionize the healthcare industr...Mostrar más
    Última actualización: hace 7 días • Oferta promocionada
    Document Control Coordinator

    Document Control Coordinator

    Aequor Inc • Warsaw, IN, United States
    A tiempo completo
    Job Location : Warsaw, IN 46580 Address : 1800 W Center Street, PO BOX 708.The temporary HR specialist will be supporting a full I-9 audit for client Biomet. This project will include scanning paper I...Mostrar más
    Última actualización: hace 12 días • Oferta promocionada
    Team Coordinator

    Team Coordinator

    Dunham's Sports • Mishawaka, IN, United States
    A tiempo completo
    Provide excellent customer service is primary responsibility.Store opening and closing responsibilities.Merchandising, operational, and administrative functions within the store.Must have previous ...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada
    Customer Coordinator

    Customer Coordinator

    Genesis Products LLC • Goshen, IN, US
    A tiempo completo
    Genesis Products is seeking a self-motivated, reliable, and organized individual to join our team as Inside Sales / Customer Service. The position requires consistently focused work, computer skills, ...Mostrar más
    Última actualización: hace 5 días • Oferta promocionada
    Construction Coordinator

    Construction Coordinator

    IICRC • Warsaw, IN, US
    A tiempo completo
    SERVPRO of Kosciusko and Noble Counties is hiring a Construction Coordinator!.SERVPRO of Kosciusko and Noble Counties offers : . As a Construction Coordinator, you would be asked to assist teammates a...Mostrar más
    Última actualización: hace más de 30 días • Oferta promocionada