Practice Business Coordinator

Job Description Summary Under limited supervision, supports the development and overall growth of the financial advisor/team’s practice, which may include facilitating revenue growth by increasing in-house sales and client base, improving productivity and/or monitoring and controlling expenses. Uses knowledge and skills obtained through education and experience to resolve client service and team project management issues. Supports and sources new clients from initial contact through transition of accounts to the branch. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business development.…