RIA Support Coordinator

Jackson • Nashville, TN

11d

About The Position

The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow-up on case activities, contributing to an efficient and professional experience for all parties involved.

Requirements

• Strong verbal and written communication skills.
• Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
• Strong interpersonal, relationship management, and customer service skills.
• Ability to work in a deadline driven environment with a willingness to be part of a fast-paced, dynamic team.
• Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
• Proficient with Adobe Acrobat suite.
• Ability to create and modify CRM platform dashboards and reports at an intermediate level.
• Comprehensive understanding of compliance policies and FINRA records standards.
• Ability to work independently or collaboratively in a team-oriented environment.
• H.S. Diploma or equivalent (GED) required.
• 2+ years of experience in an administrative role preferred.
• Experience with CRM platforms preferred.

Nice To Haves

• Associate's Degree preferred.

Responsibilities

• Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
• Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
• Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
• Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
• Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
• Provides periodic reports and communications regarding required deadlines and outstanding items.
• Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
• Performs other duties and/or projects as assigned.

Benefits

• Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees