Registered Practice Coordinator
North Star Resource Group
$65,000 - $70,000 / year
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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.
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
About this role
North Star Resource Group, an independent financial services firm in Minneapolis, is seeking a Registered Practice Coordinator to manage the operational backbone of an advisor's practice. You'll handle everything from resolving complex client situations to coordinating with outside carriers and internal specialists, while maintaining the systems and relationships that keep the practice running smoothly. This role demands strong initiative, meticulous attention to detail, and the ability to juggle competing priorities without losing sight of client confidentiality and service quality.
To succeed here, you'll need your Life and Health License plus FINRA Series 7 and 66 certifications, along with at least three years of financial services experience. Proficiency with Microsoft Office and internal computer systems is essential, as is the ability to communicate clearly both verbally and in writing. The position rewards problem-solving skills and organizational discipline—qualities that help you navigate the inevitable complexities of financial services operations.
The role offers a salary of $65,000 to $70,000 depending on your background, plus a generous PTO package, comprehensive health coverage, disability insurance, and a 401(k) match. This is an in-office position based in Minneapolis.
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Pay for this role
$65,000 to $70,000 per year
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