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

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  • 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: [email protected]

Let’s transform lives—one client at a time.

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

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