Practice Operations Coordinator
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Before you apply
Salary$40k – $100k
LocationMinneapolis, MN, US
Work modehybrid
Typefull-time
SeniorityMid
Experience2+ yrs
DepartmentSales
Company size1,001–5,000 people
PostedFeb 18, 2026 · 8mo ago
Verified live1d ago
May no longer be actively hiring
Posted by the company on Feb 18, 202693% of this company's open roles have been listed for 90+ days
At a glanceSummarised by Seekless from the posting.
2+ years of experience in financial services, insurance, operations, or marketing support
Proficiency in Salesforce (or comparable CRM), Microsoft Office, and marketing tools
Strong organizational skills, attention to detail, and ability to manage multiple priorities
Excellent written and verbal communication skills
Team-oriented mindset with the ability to coordinate and hold others accountable
Bachelor's degree in business, finance, marketing, or related field preferred
Familiarity with insurance products and case management a plus
Skills
Salesforce
CRM
Microsoft Office
Overview
Job Description – Practice Operations Coordinator
About the company
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.
Responsibilities
Act as the primary liaison with insurance carriers, handling applications, underwriting follow-ups, and policy service.
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Monitorand track client service tasks and business opportunities, ensuring that they are assigned to and completed by the appropriate team members.
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Support marketing initiatives, including content preparation, campaign coordination, and eventlogistics.
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Manage Salesforce/CRM processes, including data integrity, workflows, reporting, and task assignments.
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Coordinate with Senior Advisors, Associate Advisors, and Paraplanners to ensuretimelycompletion of client service deliverables.
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Assistwith onboarding new clients and maintaining accurate client records.
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Prepare and distribute client communications, statements, and other materials as needed.
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Identifyopportunities to improve internal processes and enhance the client experience.
Qualifications
Bachelor’s degree in business, finance, marketing, or related field preferred.
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2+ years of experience in financial services, insurance, operations, or marketing support.
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Familiarity with insurance products and casemanagementa plus.
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Proficiencyin Salesforce (or comparable CRM), Microsoft Office, and marketing tools.
•
Strong organizational skills, attention to detail, and ability to manage multiple priorities.
•
Excellent written and verbal communication skills.
•
Team-oriented mindset with the ability to coordinate and hold others accountable.
Compensation
USD $40,000.00 - USD $100,000.00 /Yr.