Implementation Coordinator

2 months ago


Granger, United States Korhorn Financial Group Inc Full time
Job DescriptionJob Description

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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