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Job Purpose
The RIA Support Coordinator provides comprehensive administrative and data management support for writing agents on the RIA Support Desk (RSD) team. The Coordinator maintains accurate client and case records; coordinates documentation; manages CRM updates; and facilitates communication between internal stakeholders, external partners, and advisors. The RIA Support Coordinator ensures smooth operational processes and timely follow-up on case activities, contributing to an efficient and professional experience for all parties involved.
Essential Responsibilities
- Supports the creation, maintenance, and accuracy of CRM and client records in accordance with FINRA standards related to client and case management.
- Updates and tracks case statuses, monitoring potential and realized interruptions in service and ensuring timely follow-up on outstanding requirements and documentation.
- Prepares and organizes client and advisor documentation, including letters, memoranda, reports, and summaries, ensuring completeness and compliance with company standards.
- Monitors and follows up with ceding carriers to obtain status updates on in-flight cases awaiting funds.
- Works with the Sr. Coordinator to schedule and maintain calendars for writing agents and related stakeholders using Outlook and CRM tools.
- Provides periodic reports and communications regarding required deadlines and outstanding items.
- Establishes, maintains, and updates files and records to ensure data integrity and accessibility.
Other Duties
- Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
- Strong verbal and written communication skills.
- Strong organization, project coordination, and problem-solving skills with an ability to coordinate multiple projects simultaneously.
- Strong interpersonal, relationship management, and customer service skills.
- Ability to work in a deadline driven environment with a willingness to be part of a fast-paced, dynamic team.
- Proficient in all Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Proficient with Adobe Acrobat suite.
- Ability to create and modify CRM platform dashboards and reports at an intermediate level.
- Comprehensive understanding of compliance policies and FINRA records standards.
- Ability to work independently or collaboratively in a team-oriented environment.
Qualifications
H.S. Diploma or equivalent (GED) required.
Associate's Degree preferred.
2+ years of experience in an administrative role preferred.
Experience with CRM platforms preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.