8a7883d06dcbf31d016df034bce717da
The TFO Coordinator plays a key role in executing daily operational requirements and supporting the Trust & Family Office division. This position collaborates with TFO Advisors to provide comprehensive wealth advisory services, ensuring all client logistics are handled to the highest standard. The role involves managing onboarding processes, maintaining accurate client data, and coordinating various client experiences and transactions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for 8a7883d06dcbf31d016df034bce717da.
8a7883d06dcbf31d016df034bce717da didn’t post a salary, so this is our estimate from similar listings.
20% above the average for this role
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