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Implementation coordinator • usa

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Implementation Coordinator

Implementation Coordinator

Korhorn Financial Group IncEdwardsburg, MI, US
[job_card.full_time]
Reports To : Implementation Team Leader.To deliver referable value to our clients and the firm by coordinating implementation efforts on Financial. Advisor’s recommendations and client requests...[show_more][last_updated.last_updated_30]
Implementation Coordinator

Implementation Coordinator

FinQueryAtlanta, GA, US
[job_card.full_time]
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting.Our AI-enabled platform transforms how controllers and finance teams operate, sea...[show_more][last_updated.last_updated_30]
  • [promoted]
Implementation Coordinator

Implementation Coordinator

Stackshine (acquired by Finquery)Atlanta, GA, US
[job_card.full_time]
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting.Our AI-enabled platform transforms how controllers and finance teams operate, sea...[show_more][last_updated.last_updated_30]
SaaS Implementation Coordinator

SaaS Implementation Coordinator

BradoSaint Louis, MO, US
[job_card.full_time]
Our mission is to become the best in the world at empowering brands and organizations to engage with people on their most important life journeys. Across marketing, communications, innovation and co...[show_more][last_updated.last_updated_30]
Implementation Coordinator

Implementation Coordinator

First Community Credit Union of OregonGrants Pass, OR, US
[job_card.full_time]
You are a perfect match for our Credit Union!.The Implementation Coordinator position is a key role at First Community and affords a rewarding career with competitive pay and excellent benefits.Opp...[show_more][last_updated.last_updated_30]
Implementation Coordinator I

Implementation Coordinator I

CorVel CorporationPortland, OR, USA
[job_card.full_time]
An Implementation / Technical Project Coordinator is an integral team member, serving as the primary point of contact for CorVel’s Enterprise Comp Solution implementations. They oversee all onboarding...[show_more][last_updated.last_updated_30]
Implementation Coordinator I

Implementation Coordinator I

CorVel Healthcare CorporationPortland, OR, US
[job_card.full_time]
Project Coordinator is an integral team member, serving as the primary point of contact for CorVel’s Enterprise Comp Solution implementations. They oversee all onboarding details for new custo...[show_more][last_updated.last_updated_30]
  • [promoted]
Implementation Project Management Coordinator

Implementation Project Management Coordinator

InsideHigherEdGainesville, Florida, United States
[job_card.full_time]
Implementation Project Management Coordinator.Business / Accounting / Finance, Education / Training / Instructional Design. Classification Minimum Requirements : .Master's degree in in an appropriate area; or...[show_more][last_updated.last_updated_variable_days]
  • [new]
Implementation Coordinator (Remote)

Implementation Coordinator (Remote)

Lever Demo - IS OpportunitiesSan Francisco, California, United States, 94102
[filters.remote]
[job_card.full_time]
Implementation Coordinator (Remote).PLEASE READ : these jobs are testing jobs of Lever's testing environment - please do not apply for this job. Lever was founded ten years ago to tackle the most str...[show_more][last_updated.last_updated_variable_hours]
Implementation Coordinator

Implementation Coordinator

TEAMSan Diego, CA, US
[job_card.full_time]
Job type : Full-time, hybrid (3 or more days in office).Locations : 3131 Camino del Rio N, Ste 650, San Diego, CA 92108.TEAM Risk Management Strategies. Implementation Coordinator to support complex c...[show_more][last_updated.last_updated_30]
Change Implementation Coordinator

Change Implementation Coordinator

Fincantieri Marine GroupMarinette, WI
[job_card.full_time]
Fincantieri Marinette Marine, a Fincantieri Marine Group Company, is a progressive shipyard specializing in building ships for the United States Navy. We currently have an opportunity for a Change I...[show_more][last_updated.last_updated_30]
Implementation Coordinator

Implementation Coordinator

Valencia CollegeOrlando
[job_card.temporary]
Supports and coordinates the operation of a department by performing multiple complex administrative, hospitality and technical duties, including budget management, marketing support, training supp...[show_more][last_updated.last_updated_30]
Implementation Coordinator

Implementation Coordinator

Lucent HealthNashville, TN, US
[job_card.full_time]
Lucent Health combines top-tier claims management with a compassionate, human-focused, data-driven care management solution. This approach helps self-insured employers provide care management that e...[show_more][last_updated.last_updated_30]
  • [promoted]
Implementation Project Coordinator I

Implementation Project Coordinator I

UGIKing Of Prussia, PA, US
[job_card.full_time]
Implementation Project Coordinator I.Location : King Of Prussia, PA, US, 19406.Company : AmeriGas Propane, Inc.Job Summary : The Implementation Project Coordinator I is responsible for the successful ...[show_more][last_updated.last_updated_30]
Regional Implementation Coordinator

Regional Implementation Coordinator

University of Nevada, RenoReno, NV, US
[job_card.full_time] +1
The University of Nevada, Reno College of Education & Human Development, Excellence in Disabilities team is recruiting for two Regional Implementation Coordinators. These positions focus on deliveri...[show_more][last_updated.last_updated_30]
  • [new]
Payments Implementation Coordinator

Payments Implementation Coordinator

CD Newco LLC d / b / a Curve DentalAlpharetta, Georgia, United States, 30009
[job_card.full_time]
Curve Dental is looking for a skilled and driven individual to join our team! Curve provides Dental Practices with award winning software and high-level customer support. Our software allows dentist...[show_more][last_updated.last_updated_variable_hours]
Implementation Coordinator

Implementation Coordinator

Lucent Health Solutions LLCNashville, TN, US
[job_card.full_time]
Lucent Health combines top-tier claims management with a compassionate, human-focused, data-driven care management solution. This approach helps self-insured employers provide care management that e...[show_more][last_updated.last_updated_30]
Implementation Coordinator - Payroll

Implementation Coordinator - Payroll

Brotherhood MutualFort Wayne, IN, US
[job_card.full_time]
Brotherhood Works - Payroll & HR.Corporate Office (Fort Wayne, IN).Responsible for providing initial client interactions to facilitate first phase of the on-boarding process.POSITION ESSENTIAL FUNC...[show_more][last_updated.last_updated_30]
  • [promoted]
Implementation Project Management Coordinator

Implementation Project Management Coordinator

University of FloridaGainesville, FL, United States
[job_card.full_time]
Implementation Project Management Coordinator.Business / Accounting / Finance, Education / Training / Instructional Design. Classification Minimum Requirements : Master's degree in in an appropriate area; or ...[show_more][last_updated.last_updated_variable_days]
Implementation Coordinator

Implementation Coordinator

Korhorn Financial Group IncEdwardsburg, MI, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Implementation Coordinator

Department : Wealth Management

Reports To : Implementation Team Leader

Position Mission Statement

To deliver referable value to our clients and the firm by coordinating implementation efforts on Financial

Advisor’s recommendations and client requests.

Responsibilities and Tasks

  • Meeting follow-up process is managed to ensure that all follow-up tasks are completed and that

proper communication with various KFG team members and clients is achieved

  • Maintains knowledge of best practices, regulatory changes, and new technologies as related to KFG

    • and partner custodians and effectively communicates changes in policy, practice, and resources to

    KFG team

  • Initiate and manage the Follow Up Process after client meetings and / or by client request
  • Audit tasks to ensure efficient completion
  • Appropriate paperwork prepared and processed according to custodian, broker-dealer, and KFG

    • requirements

  • Hold Rollover calls with clients and outside firms to initiate money movements to KFG
  • Problem solving and correction when errors or delays occur
  • Collaborate with internal KFG departments as needed
  • Process checks according to one business day standard
  • Regularly assess data integrity in appropriate software / custodian interfaces
  • Participate in regular cross training to enhance personal and team knowledge
  • Complete financial transactions for client accounts and investment models as directed (Senior)
  • Track and manage financial transactions to measure firm Assets Under Management (AUM) (Senior)
  • Prepare and process annuity paperwork for implementation of all annuity strategies and

    • recommendations by Financial Advisor(s) (Senior)

  • Performs other duties as required

    • Required Skills and Abilities

  • Willingness to pursue professional development and industry credentials
  • Strong written and verbal communication skills
  • Significant computer and software training or experience (i.e., Microsoft Office, CRM Software)
  • Intrinsically motivated to take responsibility for and complete complex transactions
  • Time management skills to prioritize workload appropriately in a fast-paced environment
  • Strong math skills and analytical abilities
  • Must be well organized and detail oriented
  • Must be able to effectively collaborate with KFG members and external financial professionals
  • Service oriented when interacting with clients
  • Must be coachable and goal oriented
  • Must exemplify the firm’s corporate values and represent the company well in the community and in

    • all dealings with vendors, clients, and other affiliates

  • Obtain Series 65 as a Senior Implementation Coordinator

    • Education and Experience

  • Bachelor’s degree from an accredited college or university (preferred)
  • Financial industry experience preferred, but not required

    • Physical Requirements

  • Prolonged periods of sitting at a desk and working on a computer