Strategist Coordinator

TFO Wealth Partners, LLC•Maumee, OH

just now

About The Position

The Strategist Coordinator serves as a trusted administrative and operational partner to Advisers and client teams, helping deliver a seamless, organized, and high-quality client experience. This role plays a critical part in supporting daily Adviser operations through proactive calendar and meeting management, client communication, CRM administration, and management of client service requests. Success in this role requires strong organization, attention to detail, adaptability, and the ability to anticipate needs in a fast-paced environment, while delivering a high standard of service.

Requirements

Bachelor’s degree preferred.
Strong communication, organizational, and computer skills.
Exceptional attention to detail, accuracy, and follow-through.
Ability to prioritize and manage high volumes of work in a fast-paced environment.
Ability to self-manage workload while adapting to interruptions and competing priorities.

Responsibilities

Provide a high standard of administrative support
Create a warm and welcoming environment, focusing on clients and their experience
Maintain relationships with other professional organizations to best serve the clients’ needs
Manage Adviser calendars, meeting cadence, and scheduling of meetings.
Coordinate meeting logistics including conference room reservations, invitations, reminders, materials, and follow-up communications.
Ensure Advisers are prepared for meetings with the necessary materials and information in advance.
Assist with travel arrangements and bookings.
Serve as backup support for main phone lines and front desk responsibilities.
Deliver a professional, responsive, and client-focused experience in all interactions.
Prepare cover letters, mailings, and client communications as needed.
Coordinate document delivery and assist with the organization, scanning, filing, and retention of client records and documents.
Gather, maintain, and accurately update client information within Salesforce CRM
Enter meeting details, workflows, client updates, and service-related activities into CRM systems.
Maintain a working knowledge of operational procedures, timelines, compliance requirements related to client requests.
Create client service requests within CRM systems by understanding workflow requirements and ensuring requests are routed appropriately.
Assist with reporting and tracking for new business and prospect activity.
Continuously identify opportunities to improve workflows, processes, and operational efficiency.
Assist with additional team and operational support needs as business priorities evolve.