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Senior Client Operations & Office Coordinator

Job in Plymouth, Hennepin County, Minnesota, USA
Listing for: TruPlan Financial Advisors
Full Time position
Listed on 2026-10-15
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below

Tru Plan 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.

For the Senior Client Operations & Office Coordinator position at Tru Plan Financial Advisors, we are reviewing applications now.

As a Senior Client Operations & Office Coordinator, you will play an important part at Tru Plan Financial Advisors in Plymouth, MN, United States.

We invite applications for the Senior Client Operations & Office Coordinator position located in Plymouth, MN, United States.

The following opening is for a Senior Client Operations & Office Coordinator with Tru Plan Financial Advisors.

Position Requirements
10+ Years work experience
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