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

TEFWZUV0cXd0MUNMQVVva3pYejVrZzVFSmc9PQ==
  • 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

TNStumpff Enterprises

Mail Carrier Job at TNStumpff Enterprises

 ...Now Hiring - USPS CDS Rural Mail Carrier TNStumpff Enterprises, LLC, the nations leader in Contract Delivery Service for the United States Postal Service, with offices in 20 states, is currently seeking applicants to deliver mail on a CDS mail route recently solicited... 

Jackson Therapy Partners

Speech Language Pathologist Assistant (SLPA) - $2,014 per week Job at Jackson Therapy Partners

 ...Jackson Therapy Partners is seeking a travel Speech Language Pathologist Assistant (SLPA) for a travel job in Salem, Oregon. Job Description & Requirements ~ Specialty: Speech Language Pathologist Assistant (SLPA)~ Discipline: Therapy ~ Start Date: 08/22/20... 

Headway

LCSW (Remote) Job at Headway

 ...Remote Licensed Clinical Social Worker (LCSW) Wage: Between $95-$130 an hour Are you a Licensed Clinical Social Worker looking to launch a private practice, or grow your existing practice? Headway can help you earn more through insurance! Headway supports thousands... 

myTOD

Recruiter Job at myTOD

 ...Job Summary The Recruiter is responsible for managing the entire recruitment lifecycle to attract, engage, and hire top talent that...  ...positive candidate experience while adhering to best practices and legal compliance. The ideal candidate will have experience in... 

Mosaic

Associate Direct Support Manager Job at Mosaic

 ...people first. Were looking for an Associate Direct Support Manager to join our team! The Associate Direct Support Manager plays...  ...achieve the personal outcomes important to them. Maintain detailed documentation of activities and developmental progress. Intervene...