Financial Coordinator Jobs

Job Overview
We are seeking a dynamic and proactive Operations Coordinator to join our team and drive exceptional client engagement through operational structure. The Operations Coordinator is a foundational position focusing on the backend processes to create an exceptional client experience for clients of the firm. In addition to back end operational work, this position consists of working alongside the firm’s client services team and advisors to administer client facing service-based tasks. Experience in administering operational or service-based tasks for a financial services firm is highly desired for this role.

Like all team positions at SPFG, these responsibilities will regularly be modified as necessary based on the changing needs of our growing organization.

Summary of essential duties:

Directly assisting clients – 40%

• Process and administer all firm clients' operational requests to include Abandoned Property tasks and Terminated Clients tasks
• Process and administer Service requests for certain Tier clients to include: Change of Name/Address/Beneficiary/Bank, Withdrawals, Contributions, Qualified Charitable Donations (QCD’s), and Required Minimum Distributions (RMD's)
• RMD project set up, auditing and tracking for all clients

Operational task 50%

• NIGO Status Monitoring – all advisors
• Monthly and Quarterly reporting to include CMAP billing, Pershing Cash report, CRM monthly reports and audits to enhance client data points.
• Manage and track progress on CRM client data point cleanup projects.
• Regular Maintenance and update of our CRM (RedTail) to include tag group maintenance and set up, Auto link accounts, assigning workflows to internal team members, creation and editing of workflows and templated tasks for Client services team.
• Scheduling software administrator (Greminders) to include updating and maintenance of schedling links for all internal meetings.
• Submitting monthly correspondence to compliance
• Annual compliance tracking and approval of yearly templates for cards, letters, videos, social media, marketing collateral, etc.
• Marketing, email and social media management to include email set up, birthday / anniversary posts for internal employees, SWAG and branded apparel orders, creation of social media content, creating and editing marketing eblasts on various topics.
• Utilization of AI to enhance and edit existing marketing and company templates.

General team collaboration – 10%

• We take great pride in being a small company and value flexibility for our team members. This requires all team members to be comfortable occasionally filling in team gaps when our team members are out of the office or during high volume traffic times of the year.

Required Qualifications

• Comfortable utilizing various technology platforms to streamline systems and processes
• High attention to detail and likes to understand how things work together company wide.
• Values finding efficiencies in processes to create time for more meaningful work.
• Strong verbal, written, active listening and documentation skills
• Client and service driven attitude
• Positive and team minded
• Ability to independently identify and resolve problems, is highly proactive, and has a willingness to share consistent feedback
• Highly desired to have experience in a client facing or back-end service role within an Investment / Financial Advisory firm.
• Utilization of AI to enhance and create efficiencies in processes and administrative tasks
• Notary is highly desired, or willingness to obtain

Benefits:

• 401(k)
• Paid time off
• Volunteer time off
• Work Location: We have offices in the below locations; this position is an in-office position but can work from any of our below offices.
• Wichita, KS (in office), Great Bend (in office), Laramie, WY (in office)

Pay: $54,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Paid time off

Work Location: In person