Practice Manager

Practice Manager - Relevant Work Experience: 3+ years

 

About us -

We are a fee-based financial planning practice located in Perham, MN. Our clients are among AREA?s most prestigious professionals and organizations.  Our team is cohesive, collegial, fast paced and professional.  Together, we provide our clients with an extraordinarily high level of service.   Creating a ?predictable environment? inside the practice is essential.  This is the role of the Practice Manager.

 

About you ?

You?ve spent the last several years in a financial services environment.  Perhaps you started out as a financial advisor, fell in love with financial planning but hated prospecting.  Or perhaps you learned the business from the ground up assisting a top planner.  Today, you are a polished professional, securities registered and insurance licensed (preferable but not required), with finely honed management skills.  You handle both short and long term projects adeptly.  You enjoy leading a support team and are able to get the best out of people. You have a solid technical knowledge and love rolling up your sleeves to help develop financial plans, respond to client issues or process business. You have strong Microsoft Office skills.  You are a highly effective written and verbal communicator. 

 

Job responsibilities -

u Maintain a ?predictable environment? for clients and team members

u Debrief with advisor following client meetings and develop action plans for all phases of planning and implementation

u Delegate tasks within team and track progress

u Provide technical support for plan manufacture, investment reviews and business processing

u Handle complex client service issues independently

u Provide leadership and oversight to administrative support team

u Assure that practice is operating compliantly and profitably

u Develop and implement systems that assure a consistently high level of client satisfaction

 

We offer -

A robust benefits package, a supportive and professional environment, a salary commensurate with your experience and a real opportunity for professional development.

 

To apply-

Email your resume, cover letter (we want to see your communication skills) and salary history to:  LPROS@AOL.COM