Implementation CoordinatorKorhorn Financial Group Inc • Edwardsburg, MI, US
Implementation Coordinator
Korhorn Financial Group Inc • Edwardsburg, MI, US
30+ days ago
Job type
- Full-time
Job descriptionMaintains knowledge of best practices, regulatory changes, and new technologies as related to KFG 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 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 Performs other duties as required 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 Obtain Series 65 as a Senior Implementation Coordinator Bachelor’s degree from an accredited college or university (preferred) Financial industry experience preferred, but not required Prolonged periods of sitting at a desk and working on a computer
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
and partner custodians and effectively communicates changes in policy, practice, and resources to
KFG team
requirements
recommendations by Financial Advisor(s) (Senior)
Required Skills and Abilities
all dealings with vendors, clients, and other affiliates
Education and Experience
Physical Requirements
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Implementation Coordinator • Edwardsburg, MI, US
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