Program Coordinator, Paraplanning Services

Job Description

Responsibilities:
Advise managers how to apply a wide variety of existing procedures and precedents.
Sell standard products and services to customers and/or supervise a team of sales advisers.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.
Carry out a range of product development and engineering activities. Use established systems to analyze customer needs and define and deliver products.
Help establish and implement customer service standards while supervising a significant customer service team or similar unit. Deal with most complex and valuable issues.
Maintain relationships with customers, such as small- to medium-sized companies, either personally or by supervising an account management team. Work within established systems to develop solutions, generate new opportunities, and ensure all customer demands are met.
Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.
Sell simple products and services directly to customers while following standard protocols. May also involve providing back-office support to a sales team.
Identify shortcomings in compliance processes, systems, and procedures, and develop ad hoc solutions to problems within an assigned unit or discipline.
Work within established procedures to achieve specified goals.

Skills:
Works without supervision and provides technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Applies understanding of the business environment and objectives to develop solutions without supervision, while also providing technical assistance when necessary.
Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.
Conducts research and analyzes data without supervision while providing technical guidance as needed in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.
Works without supervision and provides technical guidance when required to orient the seller's organization around delivering to the key needs of their customers. 
Works without supervision and provides technical guidance when required on analyzing data trends for use in reports to help guide decision making.
Works with full competence to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works without supervision and may provide technical guidance.
Works with full competence to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works without supervision and may provide technical guidance.
Works without supervision and provides technical guidance when required to grow the value of the account through cross-sell and up-sell opportunities. 
Works without supervision and provides technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in area of expertise.
Works without supervision and provides technical guidance when required to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance when required to help the client prioritize their business objectives and challenges.
Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.
Works without supervision and provides technical guidance when required on managing client accounts in a way that provides benefits both for the organization and its clients.
Works with full competence to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically works without supervision and may provide technical guidance.
Works with