Position: Practice Coordinator
Reports to: Supervisor, Client & Customer Services
COMPENSATION & BENEFITS:
ORGANIZATION/BUSINESS OVERVIEW:
North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.
We are looking for individuals to join our company that live our core values:
POSITION SUMMARY:
This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Practice Coordinator, you will be a vital piece of the advisor’s practice by completing and leading the daily operations, including, but not limited to determine resolutions for complex situations, leveraging relationships with outside carriers and internal department specialist, mastering internal computer systems, and other tasks as assigned.
Minimum requirements in terms of educational background, work experience, licenses /certifications or other knowledge, skills and abilities.
This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.
ADDITIONAL SKILLS AND EXPERIENCE:
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