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TFO Wealth Partners is seeking a Strategist Coordinator. This position reports to the Director of Client Experience Coordinators.
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JOB SUMMARY: The Strategist Coordinator is responsible for administrative efforts including client correspondence, scheduling and coordination of client meetings as well as Adviser needs. This is primarily accomplished through the preparation, processing, servicing and maintenance of client plans through paperwork and/or internal CRM and reporting systems. This role works directly with Advisers and Client Experience Coordinators to provide a consistent, seamless, and complimentary client experience.
CLIENT OPERATIONAL SUPPORT
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES
OTHER SKILLS:
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COMPENSATION BENEFITS
TFO Wealth Partners offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company-paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.
Salary, Exempt
Additional Information about the organization | Our mission is to help families Connect Wealth and Purpose.
We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.
Full Time
$46k-58k (estimate)
06/26/2024
07/09/2024