Job Description

Position: Practice Coordinator/Administrative Professional

Reports to: Supervisor, Support Services

COMPENSATION & BENEFITS:

• $20.00- $25.00 per hour 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. This position is for a growing financial practice located in Madison, WI. 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:

We are looking for a detail-oriented and highly organized individual to take on the role of Practice Coordinator. This role will be responsible for managing various administrative tasks to ensure the smooth operation of our practice. This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality, and exceptional time management.

As a Practice Coordinator, you will work directly with the financial advisor and 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.

• Proven experience in administrative roles within the financial services industry preferred.
• Strong proficiency in creating and maintaining systems to streamline processes and enhance efficiency.
• Exceptional attention to detail and accuracy
• Excellent communication and interpersonal skills, with a focus on delivering superior client service.
• Ability to work independently in a fast-paced environment.
• 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.

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.
• Knowledge of insurance/ financial services industry
• Life/Health licensing is a plus

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