What are the responsibilities and job description for the Team Coordinator position at Truepoint Wealth Counsel?
Team Coordinator Job Profile
The Team Coordinator provides essential operational and administrative support to the advisory team and clients, ensuring the timely and smooth execution of tasks and projects. As a knowledgeable resource for both teammates and clients, they help drive progress, manage processes, and effectively address client matters. With a commitment to dedicated and reliable support, the Team Coordinator demonstrates a willingness and flexibility to adapt to the needs of each day.
Core Responsibilities
- Collaborate with our wealth management professionals to deliver an exceptional client experience.
- Provide centralized support for client needs, including:
- Executing rollovers of retirement plan assets
- Entering and completing client tasks in our CRM workflow system
- Conducting client list reviews for common matters (i.e., beneficiaries, trusted contact forms)
- Facilitating recurring client transactions (i.e., RMDs, backdoor Roths, IRA contributions, family gifts, charitable gifts)
- Handling special delegated projects
- Facilitate the onboarding process for new clients by:
- Offering a welcoming and seamless introduction to Truepoint services as one of the first points of contact (via phone, in-person, or Zoom)
- Collecting and organizing initial client documents, saving them to internal files, ensuring timely follow-up until all materials are received
- Entering tasks in CRM for initial account set-up
- Enhancing client relationships by:
- Coordinating with advisory team to send client gifts and birthday cards
- Providing timely responses to client emails and phone calls when the advisory team is unavailable
- Support the advisory team with administrative tasks, such as:
- Scheduling client meetings and internal huddles, ensuring proper workflow execution
- Collecting and filing client documents in designated systems (i.e., client portal, Laserfiche, CRM)
- Updating CRM data fields as needed
- Managing paper mailings to specific clients
- Demonstrating proactivity, critical thinking, and problem-solving skills to support the advisory team and clients effectively
Leadership, Culture & Core Values
We are a team of good people who put forth relentless effort to serve others.
Demonstrate Truepoint’s Core Values:
- We are a team: we get on the bus, we are dependable and accountable, embrace collaboration, proactively step-up and pitch-in and we actively help our teammates grow and succeed.
- We are good people: we are humble, genuine, compassionate, open-minded, positive, and fun to be around.
- We put forth relentless effort: we exhibit a can-do spirit, we take initiative, solve problems, go above and beyond, and continually improve.
- We serve others: we listen first, build relationships, anticipate the needs of others, take ownership, and resolve issues – we strive to exceed expectations.
Requirements
- Strong academic track record, including the achievement of a bachelor’s degree.
- A positive, client-centric mindset with the initiative and drive to exceed expectations.
- Ability to coordinate across teams and manage internal processes, with a high attention to detail.
- Ability to be flexible and work on different matters each day.
- Self-motivated to work both collaboratively and autonomously.
- Demonstrate initiative to grow both personally and professionally as our industry and firm changes.
Physical & Environmental Requirements:
- Prolonged periods of working on a computer and occasional periods sitting.
- May have to lift up to 15 pounds.
- Minimal travel required. Frequent attendance at internal meetings required.
- Occasional attendance at meeting with outside partners.
- Travel outside the region may be required for business and/or professional development.
