Program Coordinator, BRDEV
About The Position
The Region Program Coordinator partners with multiple Regional Leader teams by discerning and executing on the highest priorities. You will provide advanced strategic support and serve as an extension to their leadership team, share ideas, resources, problem solve, plan, facilitate and act on all region related activities. You will virtually partner with multiple Regional Leadership Teams and proactively plan the execution of your region related work so the branch team can focus more time on delivering Human Centered Complete Wealth Management and growing their impact with their clients. Using strategy and collaboration, you will partner with your regional leadership teams on advanced coordination, engagement, and event planning support.
Requirements
- Minimum of 3 years of advanced strategic and project coordination support, customer service experience and event management experience.
- Tactical problem solving and analytical skills.
- Excellent verbal and written communication skills.
- Exceptional organizational and time management skills with ability to multi-task and work independently.
- Excellent computer skills including advanced application of Microsoft Office applications, Word, Excel, Teams, PowerPoint, as well as advanced Zoom and virtual meeting facilitation.
- Accomplished at working in a fast paced, team-oriented environment, quickly learning, and applying new and complex information.
- Some travel may be requested/required; if travel cannot be accommodated- support of department and team during high volume and travel season with measurable results.
Responsibilities
- Scheduling
- Event Planning
- Advanced Communications
- Reporting
- Research and Problem Solving
- Expense Management
- Balance time, expertise, and access to resources across assigned regions’ highest priorities.
- Ensure projects are prioritized and work is completed from week to week, forecasting future assignments.
- Communicate capacity and reprioritize work for timely completion.
- Document role clarity on region-related tasks.
- Document Standard Operating Procedures over the course of the first two trimesters to ensure consistency and efficiency.
Benefits
- medical and prescription drug
- dental
- vision
- voluntary benefits (such as accident, hospital indemnity, and critical illness)
- short- and long-term disability
- basic life
- basic AD&D coverage
- 401k retirement plan
- tax-advantaged accounts: health savings account, and flexible spending account
- ten paid holidays
- 15 days of vacation for new associates
- sick time
- personal days
- a paid day for volunteerism
- bonuses
- profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
