Financial Services Practice Coordinator

North Star Resource Group; Minneapolis (MN); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Generous PTO package

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short/Long Term Disability

401K match

Job summary

North Star Resource Group is an independent financial services firm helping clients plan for financial security. The Registered Practice Coordinator plays a crucial role in supporting advisors by managing daily operations and client communications.

This position requires Life and Health licensing, FINRA Series 7 & 66, and at least 3 years in the industry, plus strong MS Office skills and confidentiality. On-site in Minneapolis, with a competitive compensation and benefits package.

Qualifications

• Life and Health License required.
• FINRA Series 7 & 66 licenses required.
• Minimum 3 years of industry experience.
• Strong computer skills; MS Office experience preferred.
• Excellent verbal and written communication skills.
• Confidentiality aligned with company values.
• Ability to coordinate multiple tasks and priorities.
• High attention to detail.

Responsibilities

• Complete and lead daily operations for the advisor practice.
• Determine resolutions for complex client situations.
• Leverage relationships with outside carriers and internal specialists.
• Master internal computer systems and processes.
• Handle other tasks as assigned.

Skills

Microsoft Office

Verbal and written communication

Attention to detail

Task coordination

Multitasking

Confidentiality

Tools

Microsoft Office Suite

Job description

North Star Resource Group is an independent financial services firm helping clients plan for financial security. The Registered Practice Coordinator plays a crucial role in supporting advisors by managing daily operations and client communications.

This position requires Life and Health licensing, FINRA Series 7 & 66, and at least 3 years in the industry, plus strong MS Office skills and confidentiality. On-site in Minneapolis, with a competitive compensation and benefits package.