TEAM COORDINATOR JOB PROFILE

The Team Coordinator provides essential operational and administrative support to the advisory team and clients, ensuring the timely and smooth execution of tasks and projects. As a knowledgeable resource for both teammates and clients, they help drive progress, manage processes, and effectively address client matters. With a commitment to dedicated and reliable support, the Team Coordinator demonstrates a willingness and flexibility to adapt to the needs of each day.

REQUIREMENTS

• Strong academic track record, including the achievement of a bachelor’s degree.
• A positive, client-centric mindset with the initiative and drive to exceed expectations.
• Ability to coordinate across teams and manage internal processes, with a high attention to detail.
• Ability to be flexible and work on different matters each day.
• Self-motivated to work both collaboratively and autonomously.
• Demonstrate initiative to grow both personally and professionally as our industry and firm changes.

Physical & Environmental Requirements:

• Prolonged periods of working on a computer and occasional periods sitting.
• May have to lift up to 15 pounds.
• Minimal travel required. Frequent attendance at internal meetings required.
• Occasional attendance at meeting with outside partners.
• Travel outside the region may be required for business and/or professional development.

This position description in no manner neither states nor implies a contract of employment. Job duties and responsibilities may be added, changed or deleted at managements’ discretion at any time. This written description does not limit the duties and responsi

• Collaborate with our wealth management professionals to deliver an exceptional client experience.
• Provide centralized support for client needs, including:
• Executing rollovers of retirement plan assets
• Entering and completing client tasks in our CRM workflow system
• Conducting client list reviews for common matters (i.e., beneficiaries, trusted contact forms)
• Facilitating recurring client transactions (i.e., RMDs, backdoor Roths, IRA contributions, family gifts, charitable gifts)
• Handling special delegated projects
• Facilitate the onboarding process for new clients by:
• Offering a welcoming and seamless introduction to Truepoint services as one of the first points of contact (via phone, in-person, or Zoom)
• Collecting and organizing initial client documents, saving them to internal files, ensuring timely follow-up until all materials are received
• Entering tasks in CRM for initial account set-up
• Enhancing client relationships by:
• Coordinating with advisory team to send client gifts and birthday cards
• Providing timely responses to client emails and phone calls when the advisory team is unavailable
• Support the advisory team with administrative tasks, such as:
• Scheduling client meetings and internal huddles, ensuring proper workflow execution
• Collecting and filing client documents in designated systems (i.e., client portal, Laserfiche, CRM)
• Updating CRM data fields as needed
• Managing paper mailings to specific clients
• Demonstrating proactivity, critical thinking, and problem-solving skills to support the advisory team and clients effectively