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Strategic Coordinator

1 month ago

Maumee, Ohio, United States TFO Wealth Partners Full time
Job Summary

TFO Wealth Partners is seeking a highly skilled and organized individual to fill the role of Strategist Coordinator. This position will be responsible for providing administrative support to the Director of Client Experience Coordinators and working closely with Advisers and Client Experience Coordinators to provide a seamless and complimentary client experience.

Key Responsibilities
  • Provide high-level administrative support to the Director of Client Experience Coordinators
  • Schedule internal and external meetings, including booking travel arrangements
  • Manage calendars for both internal and external meetings, ensuring timely starts and ends
  • Prepare and process client correspondence, including cover letters and mailings
  • Assist with operational projects and annual compliance mailings as needed
  • Maintain accurate records of client information in CRM and reporting systems
  • Develop and maintain relationships with other professional organizations to best serve clients' needs
  • Stay up-to-date with industry developments and regulatory requirements
Requirements
  • Strong communication and computer skills, with attention to detail
  • Ability to work independently and meet deadlines, with a strong work ethic and efficient time management
  • Ability to multitask and prioritize tasks, with a focus on delivering high-quality results
  • Ability to anticipate needs and adapt to changing priorities, with a flexible and proactive approach
  • Professional-level communication, listening, and client service skills
  • Experience working in a customer-focused service delivery role, with a strong understanding of client needs and expectations
Benefits

TFO Wealth Partners offers a competitive compensation package, including a 401(k) plan with company matching, paid holidays, and paid vacation time. Professional development is highly supported, with opportunities for partial and/or full company-paid professional accreditation and continuing education.