Complex Business Coordinator- St. Petersburg, Fl

Willenborg Wealth Management

St. Petersburg, Fl, US
Remote
Strategic plan execution
Client experience delivery
Branch-home office workflow coordination
Willenborg Wealth Management is seeking a Complex Business Coordinator in St. Petersburg, FL, to support the execution of strategic plans for branch growth and enhance client experiences. The ideal candidate will have relevant experience in the financial services industry and a strong ability to manage relationships and coordinate projects

Job Summary

  • Assists with the execution of the strategic plan for overall growth of the Branch or Complex, supporting expense control, revenue growth, and productivity improvement.
  • Supports the delivery of the client or prospect experience by maintaining administrative procedures and coordinating client requests.
  • Works directly with home office departments to coordinate branch-home office workflow and partners to leverage product sales for new business opportunities.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Complex Business Coordinator in St. Petersburg, FL, to support the execution of strategic plans for branch growth and enhance client experiences. The ideal candidate will have relevant experience in the financial services industry and a strong ability to manage relationships and coordinate projects.

Skills & Requirements

Must-have

  • Strategic plan execution
  • Client experience delivery
  • Branch-home office workflow coordination
  • Problem resolution
  • Practice management expertise

Nice-to-have

  • Networking relationships
  • Team member continuing education
  • Prospective advisor consultation
  • Leveraging product sales

Key Requirements

  • Associates degree and five years' experience in financial services or related field
  • Bachelor's degree and two years' experience in financial services or related field
  • Equivalent combination of experience, education, and training

Work Rights

Not specified

Tailored Resume

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