Complex Business Coordinator- St. Petersburg, FL

Raymond James•Saint Petersburg, FL

22h•Hybrid

About The Position

Under limited supervision, assists with the execution of strategic plan for overall growth of the Branch or Complex. Uses knowledge and skills obtained through education and experience to resolve service or project management issues. Extensive contact with internal and external customers is required to establish and maintain networking relationships that support new business creation.

Requirements

Associates degree and five years’ experience in financial services industry or related field ~or~ Bachelor’s degree and a minimum of two years’ experience in the financial services industry or related field ~or~ An equivalent combination of experience, education and/or training as approved by Human Resources

Responsibilities

Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity.
Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests.
Works directly with home office departments to coordinate branch-home office workflow.
Researches and resolves moderately complex problems relating to client accounts and inquiries.
Assists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment.
Maintains expertise in practice management tools and resources, reporting and compliance practices.
Assists branch manager, complex manager, or practice business manager with continuing education of team members.
Maintains strong relationships with key business partners both internal and external.
Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform.
Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process.
Assists with preparation of payout analyses based on prospect’s production and mix of business.
Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process.
Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors.
Performs other duties and responsibilities as assigned.