Financial Services Practice Operations Coordinator

Jobless; Minneapolis, Northern (MN, KY); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Generous PTO

Medical/Dental/Vision/Life Insurance

401K match

Job summary

North Star Resource Group in Minneapolis seeks a Registered Practice Coordinator to support advisor operations, manage daily tasks, and handle complex issues by coordinating with carriers and internal specialists.

Requirements include Life and Health Licenses, FINRA Series 7 & 66, at least 3 years of industry experience, strong MS Office skills, and exceptional communication while maintaining confidentiality and attention to detail.

Qualifications

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

Responsibilities

• Lead daily operations for the advisor's practice and resolve complex issues.
• Collaborate with outside carriers and internal department specialists to determine resolutions.
• Master internal computer systems and perform assigned tasks with precision.

Skills

Verbal and written communication

Confidentiality

Multitasking / time management

Attention to detail

Education

Life and Health License

FINRA Series 7 & 66 License

Tools

Microsoft Office Suite

Job description

North Star Resource Group in Minneapolis seeks a Registered Practice Coordinator to support advisor operations, manage daily tasks, and handle complex issues by coordinating with carriers and internal specialists.

Requirements include Life and Health Licenses, FINRA Series 7 & 66, at least 3 years of industry experience, strong MS Office skills, and exceptional communication while maintaining confidentiality and attention to detail.