Branch Business Coordinator- Boca Raton, FL Position Available In Palm Beach, Florida

Branch Business Coordinator- Boca Raton, FL
locations
Boca Raton, Florida – United States
time type
Full time
posted on
Posted 3 Days Ago
job requisition id

R-0003924

Job Description

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.

Knowledge, Skills, and Abilities:

Branch and/or/complex market strategy.
Company policies and procedures and industry rules and regulations.
Concepts, practices and procedures of business development in a financial services environment.
Financial markets and products
Education

Bachelor’s:

Accounting, Bachelor’s:

Business Administration, Bachelor’s:

Finance
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm’s core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.

When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. About Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,
asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. While we might not have the perfect role for you today, we’d love to keep in touch.
to stay up to date on career opportunities that may be a good fit for you.
Working at Raymond James
Our business is deeply focused on people and their financial well-being. We’re committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren’t mutually exclusive.
As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.
Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.