Implementation Coordinator

Implementation Coordinator

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 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 :

Education and Experience :

Physical Requirements :