Strategist Coordinator

TFO Partners; Maumee (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

TFO Partners in Maumee, Ohio, is seeking a Strategist Coordinator to serve as an administrative and operational partner to Advisers and client teams. The role involves fostering high-quality client experiences and supporting daily Adviser operations through scheduling, CRM administration, and communication.

The ideal candidate should possess strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. A bachelor’s degree is preferred.

Qualifications

• Exceptional attention to detail, accuracy, and follow-through.
• Ability to prioritize and manage high volumes of work in a fast-paced environment.
• Ability to self-manage workload while adapting to interruptions and competing priorities.

Responsibilities

• Provide a high standard of administrative support.
• Manage Adviser calendars and scheduling of meetings.
• Gather, maintain, and accurately update client information within Salesforce CRM.

Skills

Strong communication skills

Organizational skills

Attention to detail

Computer skills

Education

Bachelor’s degree preferred

Tools

Salesforce CRM

Job description

The Strategist Coordinator serves as a trusted administrative and operational partner to Advisers and client teams, helping deliver a seamless, organized, and high‑quality client experience. This role plays a critical part in supporting daily Adviser operations through proactive calendar and meeting management, client communication, CRM administration, and management of client service requests. Success in this role requires strong organization, attention to detail, adaptability, and the ability to anticipate needs in a fast‑paced environment, while delivering a high standard of service.

ESSENTIAL DUTIES + RESPONSIBILITIES

• Provide a high standard of administrative support
• Create a warm and welcoming environment, focusing on clients and their experience
• Maintain relationships with other professional organizations to best serve the clients’ needs
• Manage Adviser calendars, meeting cadence, and scheduling of meetings.
• Coordinate meeting logistics including conference room reservations, invitations, reminders, materials, and follow-up communications.
• Ensure Advisers are prepared for meetings with the necessary materials and information in advance.
• Assist with travel arrangements and bookings.
• Serve as backup support for main phone lines and front desk responsibilities.
• Deliver a professional, responsive, and client‑focused experience in all interactions.
• Prepare cover letters, mailings, and client communications as needed.
• Coordinate document delivery and assist with the organization, scanning, filing, and retention of client records and documents.
• Gather, maintain, and accurately update client information within Salesforce CRM
• Enter meeting details, workflows, client updates, and service‑related activities into CRM systems.
• Maintain a working knowledge of operational procedures, timelines, compliance requirements related to client requests.
• Create client service requests within CRM systems by understanding workflow requirements and ensuring requests are routed appropriately.
• Assist with reporting and tracking for new business and prospect activity.
• Continuously identify opportunities to improve workflows, processes, and operational efficiency.
• Assist with additional team and operational support needs as business priorities evolve.

REQUIREMENTS

• Bachelor’s degree preferred.
• Strong communication, organizational, and computer skills.
• Exceptional attention to detail, accuracy, and follow‑through.
• Ability to prioritize and manage high volumes of work in a fast‑paced environment.
• Ability to self‑manage workload while adapting to interruptions and competing priorities.