Client & Office Coordinator

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 Youll **Greet and support clients with a personal touchManage appointment scheduling and confirmationsSend client onboarding packages and milestone acknowledgmentsHelp manage policies, estate plan paperwork, and service requestsSupport client events and our Online CommunityKeep the office running smoothly and professionallyWhat Were Looking *Experience in client service, office coordination, or admin rolesExcellent communication and follow-up skillsComfortable with Gmail, Zoom, and CRM tools (Go High Level is a plus!)Detail-oriented with a people-first mindsetWhy Work With *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 teamReal impact with real familiesTraining, development, and leadership potential📩Ready to apply? Email your resume ** info@Let's transform lives"”one client at a time.#hiring #philadelphiajobs #clientservices #officecoordinator #financialservices #nowhiring #transformationwealthgroup #careeropportunity

Created: 2025-04-21