Practice Manager

Help Us Execute Our Vision

How will you help grow our Practice?

You will…

· Prepare and submit insurance and investment paperwork as well as assist with new account openings, transfers of accounts, and transactions.

· Assist with the continuous development and implementation of our client service model.

· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.

· Respond to routine client service issues and requests.

· Champion, train and implement technology.

· Provide administrative support to the team to include scheduling appointments, answering and screening calls, composing and proofreading correspondence and other written materials.

Who do you need to be?

· An independent worker able to recognize what needs to be done and proceed without constant direction or supervision.

· Systems focused, pragmatic, and able to create order in a way that is both structured and flexible.

· Organized, problem solver, and proactive are words people use to describe you.

· Attention to detail.

· Commitment to measuring results

· This position requires a high comfort level with frequent change, an enthusiasm for competition, and the ability to prioritize your workflow.

Experience Needed

· Demonstrated organizational, and time management skills under pressure.

· Microsoft Office Skills – Word, Outlook, PowerPoint, and Excel.

· Highly accurate typing, data entry, spelling, and proofreading skills

· FINRA Series 7 and 66/63 preferred but not required.