**Responsibilities** + Supports execution of a strategic plan to monitor and control expenses, facilitate revenue growth, and improve productivity. + Supports delivery of the client or prospect experience, including maintaining administrative procedures as well as coordinating execution of client or prospect requests. + Works directly with home office departments to coordinate branch-home office workflow. + Researches and resolves moderately complex problems relating to client accounts and inquiries. + Assists with planning and coordinating of special projects for branch or complex to include events for clients or prospects that result in a return on investment. + Maintains expertise in practice management tools and resources, reporting and compliance practices. + Assists branch manager, complex manager, or practice business manager with continuing education of team members. + Maintains strong relationships with key business partners both internal and external. + Assists with prospective advisors, provides consultation and education regarding the Raymond James and Associates platform. + Maintains a prospect database, gathering information and data on prospects to be used by branch or complex manager to determine suitability in the branch recruiting process. + Assists with preparation of payout analyses based on prospect’s production and mix of business. + Coordinates /oversees the transition process for internal transfers and/or new affiliates with other functional areas to ensure a professional recruiting process from initial contact through transition to the branch ensuring proper execution of every step of the commit /onboarding process. + Partners with home office departments to leverage product sales and generate new business opportunities for financial advisors. + Performs other duties and responsibilities as assigned. **Education/Experience Requirements** + Associates degree and five years’ experience in financial services industry or related field ~or~ + Bachelor’s degree and a minimum of two years’ experience in the financial services industry or related field ~or~ + An equivalent combination of experience, education and/or training as approved by Human Resources **Licenses Required** + None