Senior Client Operations & Office Coordinator

TruPlan Financial Advisors; Plymouth (MN); On-site; USD 45,000 - 75,000; Full time

Job summary

TruPlan Financial Advisors seeks a Client Operations Associate to provide operational, administrative, and client support. You will coordinate with advisors, clients, and partners, ensuring efficient day-to-day office activities and confidentiality.

The role requires ownership of tasks with minimal supervision and strong judgment. The ideal candidate is professional, dependable, and self-motivated, with life experience and maturity valued.

Qualifications

• Professional, organized and discreet with confidential information handling.
• Ability to manage multiple priorities with minimal supervision.
• Experience in client services or office coordination.
• Notary Public in MN required; or willing to obtain upon hire.

Responsibilities

• Welcome clients and provide professional office support to advisors and visitors.
• Coordinate meeting logistics and prepare materials for client meetings.
• Process client paperwork and maintain accurate CRM records.
• Support advisor-directed trades and maintain trade documentation.
• Serve as administrative conduit between TruPlan and accounting functions.
• Must have a valid driver’s license in good standing.

Skills

Organizational skills

Detail oriented

Client communication

Self-motivated

Ownership of responsibilities

Microsoft Office

Education

College education or financial industry experience

Tools

CRM systems

Morningstar systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

TruPlan Financial Advisors seeks a Client Operations Associate to provide operational, administrative, and client support. You will coordinate with advisors, clients, and partners, ensuring efficient day-to-day office activities and confidentiality.

The role requires ownership of tasks with minimal supervision and strong judgment. The ideal candidate is professional, dependable, and self-motivated, with life experience and maturity valued.