Advisory Coordinator

Job description

About Brokers International

As The Original Agency Builder since 1983™, Brokers International is one of the largest and most experienced insurance marketing organizations in the country. We work effortlessly to help our agency partners and their financial professionals build their businesses and serve their customers through innovative products, marketing, compliance, and operational support. In June of 2021, we partnered with Integrity Marketing Group, the nation's largest independent distributor of life and health insurance products, to help us expand our reach and provide a more holistic planning service to agents and agencies across the industry.

Our Culture

At Brokers International, our thriving, positive workplace culture helps drive our workforce and encourages overall employee wellbeing. We strive for an environment of inclusion while celebrating the individual creative differences embodied by all of our associates. If you want to be part of an innovative team dedicated to helping financial professionals build stronger businesses through tailored product sales, marketing, compliance and operational support, look no further.

The Role

The Advisory Coordinator is responsible for supporting investment and business development activities within the company; primarily focusing on the Registered Investment Advisor platform offerings. This role is responsible for administering and processing Brokers Financial internal and sub-advised investment portfolio offerings. The Advisory Coordinator will work closely with Brokers Financial representatives and with the Investment services team to process daily and monthly tasks needed to grow the RIA.

Essential Job Functions, other duties assigned

Maintain daily oversight of the Brokers Financial internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through TD Ameritrade, Schwab, and Pershing.

Responsible for day-to-day processing of all trading requests for Brokers Financial's RIA clearing custodians and any distribution requests that are received from our advisors.

Process all regular trading and rebalancing of investment models and completing billing of all RIA advisory accounts held with custodians.

Produce all weekly or monthly reporting required for the business unit or for any special project required by the overall company.

Assist in preparing any due diligence review for products that are added to the Brokers Financial Investment lineup.

Knowledge, Skills, and Abilities

Must display Core Values

Excellent written and verbal communication skills.

Solid customer service experience.

Strong attention to detail.

Ability to prioritize and work in a fast-paced environment.

Knowledge of multiple clearing firm platforms (TD Ameritrade, Schwab, and Pershing).

Knowledge of Microsoft Office and Excel.

Ability to work with the AIS team and advisors to implement all trading functions.

Ability to proactively identify efficiencies with trading and billing processes.

Experience:

Prior Securities industry experience required.

Minimum of one to two years of working directly with a broker-dealer, RIA, or insurance organization.

Education:

Bachelor's degree from four-year College or University; one to two years related experience and/or training; or equivalent combination of related education and experience and/or training.

Licensing:

Series 65/66 and would prefer Series 6 or 7

Employee Benefits

Brokers International offers a comprehensive benefits package including PTO, paid holidays, medical, dental, retirement plan, Employee Ownership Program, employer paid short term disability, long term disability, life insurance, and employee assistance program. We also reward our associates' hard work with profitability bonuses, a casual dress code, adjustable sit / stand desks, free fruit as part of our associate wellness initiative and an early office close every Friday at 3 p.m.

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