Ascent Wealth Management
Position Summary
The Practice Operations Coordinator plays a vital role in supporting the day-to-day operations and long-term growth of Ascent Wealth Management. This hybrid position combines responsibilities in insurance case management, marketing support, Salesforce/CRM administration, and overall practice operations. The Practice Operations Coordinator ensures that client service tasks, business development opportunities, and internal workflows are properly coordinated by engaging the appropriate team members. This role is central to ensuring the firm runs smoothly, clients receive timely service, and advisors can focus on client relationships.
Act as the primary liaison with insurance carriers, handling applications, underwriting follow-ups, and policy service.
Bachelor's degree in business, finance, marketing, or related field preferred.
USD $40,000.00 - USD $100,000.00 /Yr.
Practice Operations Coordinator • Minneapolis, MN, United States
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