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Implementation Coordinator
Implementation CoordinatorKorhorn Financial Group Inc • Edwardsburg, MI, US
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Implementation Coordinator

Implementation Coordinator

Korhorn Financial Group Inc • Edwardsburg, MI, US
9 days ago
Job type
  • Full-time
Job description

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
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    Implementation Coordinator • Edwardsburg, MI, US

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