2 jobs found in Charlotte

Job Title: Advisor Service Coordinator Status:  Full-Time; Non-Exempt Reports To: Supervisor, VPM About Good Life Good Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success. We provide the education, tools, and ongoing support advisors need to build, manage, and grow thriving independent practices so they can focus on what matters most: serving clients, growing their business, and living their version of the good life. Position Summary The Advisor Service Coordinator (ASC) provides high-level guidance and support to financial advisors in their service-related needs. The ASC will collaborate closely with advisors to understand their specific requirements, analyze their current service processes, and identify areas for improvement. Using extensive knowledge and experience in service management, the ASC will develop tailored strategies, recommend best practices, and implement...

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As an Operations Admin, you will be r esponsible for providing d istrict (s) operational and hiring support, ordering supplies, and general administrative duties as related to the overall office’s operations.     Day to day you'll …   Provide seasonal hiring support in the H&R Block applicant tracking system and administrative support to the District Operations Coordinator (DOC) supporting the overall district(s) offices   Provide hands on Tax...