What are the responsibilities and job description for the Client & Office Coordinator position at Transformation Wealth Group?
We’re looking for a warm, organized, and people-first professional to be the face of our firm and a key player in our client experience. If you love structure, client service, and creating meaningful connections—this might be your next great opportunity!
What You'll Do:
- Greet and support clients with a personal touch
- Manage appointment scheduling and confirmations
- Send client onboarding packages and milestone acknowledgments
- Help manage policies, estate plan paperwork, and service requests
- Support client events and our Online Community
- Keep the office running smoothly and professionally
What We're Looking For:
- Experience in client service, office coordination, or admin roles
- Excellent communication and follow-up skills
- Comfortable with Gmail, Zoom, and CRM tools (Go High Level is a plus!)
- Detail-oriented with a people-first mindset
Why Work With Us:
At Transformation Wealth Group, we’re more than a financial firm—we’re a movement. Our mission is to empower families to break free from conventional financial norms and build a legacy of wealth with purpose.
- Supportive, growth-oriented team
- Real impact with real families
- Training, development, and leadership potential
📩 Ready to apply?
Email your resume to: info@transformationwealthgroup.com
Let’s transform lives—one client at a time.
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Salary : $40,000 - $50,000
