**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 exte...