Registered 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

Position: Registered Practice Coordinator

Reports to: Manager, Advisor Services

COMPENSATION & BENEFITS:

• $65,000- $70,000 per year depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long Term Disability
• 401K match

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:

• Responsibility
• Faith
• Integrity
• Growth
• Gratitude
• Service

POSITION SUMMARY:

This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management. As a Registered 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.

• Life and Health License, FINRA Series 7 & 66 License
• Minimum 3 years of industry experience
• Strong computer skills, Microsoft Office Suite experience preferred
• Excellent verbal and written communication skills
• Uphold confidentiality of information that aligns with company’s core values
• Ability to coordinate multiple tasks and priorities
• High attention to detail

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:

• Good organizational and demonstrated problem solving skills a plus.