Transition Coordinator - NDP

Summary/Objective

The Transition Coordinator is the first point of contact for potential leads and is responsible for collecting information from clients and prospective clients to support both buyer and seller consulting, listings, and valuations of NDP, as well as providing administrative support to the team and various responsibilities within the business unit.

• Serve as primary client contact for all incoming inquiries from prospective clients via phone and email.
• Respond to, track, and follow up on leads from multiple sources (including collaboration with referral partners/sources) to support client acquisition and business growth.
• Prepare and manage engagement letters, invoicing, and related follow‑up activities.
• Coordinate initial client onboarding, including document intake, organization, secure portal coordination, and scheduling consultations.
• Support process improvement and team projects as needed.
• Plan and execute webinars and live speaking engagements to support business development.

• Serve as the primary point of contact for clients, responding to inquiries and facilitating initial introductions.
• Coordinate client onboarding, including document collection, consultation scheduling, secure portal setup, and handling confidential information with discretion.
• Prepare and manage engagement letters, invoicing, and regular reporting for leadership and team insights.
• Build relationships with prospective clients and referral partners, and assess alignment with NDP’s services.
• Coordinate and track referral introductions while supporting business development initiatives and speaking engagements.
• Support team operations through timely client follow‑up and problem‑solving.
• Contribute to operational efficiency through process improvements and cross‑functional collaboration.

• Minimum 2 years of administrative work experience within the financial or dental industry highly desired.
• Proficiency in Microsoft Office software, including Word, Excel, and Outlook, required.
• Education in Business Administration, Accounting, Finance, or related field preferred.
• Experience with Salesforce CMS and  preferred.
• Excellent verbal and written communication skills and strong interpersonal skills.
• Ability to prioritize and manage multiple tasks within compressed times and seek supervisory assistance as appropriate.
• Strong organizational skills, attention to detail, and sound decision‑making abilities.
• Self‑motivated; a strong sense of ownership and involvement is critical.

No travel is expected for this position. Travel to speaking events or exhibits may be offered if desired after sufficient experience.

This job operates in a clerical, office setting. It routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets, and bend or stand as necessary.

This is a full‑time, non‑exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval and required based on client/workflow needs. This role offers a hybrid work arrangement; 2‑3 days in‑office presence is required. Additionally, an in‑office presence is expected for training, team meetings, or as other business needs dictate.

Compensation
Minimum: $25.00 - Maximum: $30.00/hour USD

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer‑paid Short‑Term Disability, Long‑Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization‑paid holidays, including an extended winter break
• Safe Harbor 401k Plan
• Employer‑paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs

Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at  Your concerns will be handled with the utmost confidentiality and care.