Client & Office Coordinator Job at Transformation Wealth Group, Haverford, PA

M05ERDdDcGRGTC9UaVp6VTAzczcxOWYy
  • Transformation Wealth Group
  • Haverford, PA

Job Description

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.

#hiring #philadelphiajobs #clientservices #officecoordinator #financialservices #nowhiring #transformationwealthgroup #careeropportunity

Job Tags

Similar Jobs

Akamai Technologies

Solutions Architect - Remote Job at Akamai Technologies

 ...ther away. Join us Are you seeking an opportunity to make a real difference in a company with a global reach and exciting services and clients? Come join us and grow with a team of people who will energize and inspire you!#LI-Remote

Systematix

SECURITY SPECIALIST - ACCESS MANAGEMENT Job at Systematix

 ...Were currently seeking a skilled and experienced SECURITY SPECIALIST ACCESS MANAGEMENT to support our client, SaskPower, within its...  ...Provisioning & De-Provisioning Workflows Ensure efficient, secure onboarding and offboarding of user access in line with approved... 

Gray Television

PRODUCTION ASSISTANT (P/T) - KNOE Job at Gray Television

 ...brightest employees in the business. About KNOE: KNOE-TV 8 News is an award-winning television station and news organization...  ...Job Summary/Description: KNOE is looking for a part-time production assistant to join our award-winning news team. The candidate must be... 

Humaniti

Administrative Assistant Job at Humaniti

 ...providing assistance to the Program Managers. This position plays a critical role in ensuring the smooth operation of the executive office and supporting the broader team in delivering impactful programs and events that align with Humanitis mission. Key... 

LHH

Marketing Salesforce Developer Job at LHH

 ...LHH is seeking a Marketing Salesforce Developer with a solid understanding of all facets of developing software on the Salesforce platform. The ideal candidate for this position will have prior experience working both as an administrator and a platform developer....