Implementation Coordinator

Korhorn Financial Group IncEdwardsburg, MI, US

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Job Description

Implementation Coordinator

Department : Wealth Management

Reports To : Implementation Team Leader

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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Implementation Coordinator • Edwardsburg, MI, US