• Availability: Immediately
  • Deadline: Until Position is Filled

RTD Financial is passionate about attracting the best talent possible to work both independently and as part of a team helping our clients live their best possible life. We are a progressive and growing firm, offering an exciting place to work and a well- defined career path. We have a team-oriented approach that inspires a commitment to providing the highest levels of ethics and client service. Firm leadership is committed to fostering and preserving a culture of diversity, equity, and inclusion.  Human Capital is our most valuable asset!

We are seeking an Office Coordinator to join our team. The Office Coordinator role is a position that involves managing various aspects of our office environment including communication, organization, and administration. This important role also provides direct service and support to clients and internal teams. The Office Coordinator spends the majority of time delighting clients when answering inbound calls, scheduling client meetings and greeting clients and visitors to the office. This position offers the right candidate an amazing opportunity to serve our clients and team and enjoy a career with a highly committed and innovative financial planning firm. Candidates should passionately believe that client interests always come first.

Responsibilities include:

  • Welcome inbound calls and transfer to appropriate person(s)
  • Schedule client meetings
  • Prepare the meeting environment for the best experience
  • Manage the building’s Visitor System to ensure secure and seamless entry to our office
  • Welcome clients, vendors, and visitors
  • Assist with coordinating office events (luncheons, celebrations, client advisory board meetings, etc.)
  • Coordinate cards/gifts for client milestones/special events
  • Engage with various mailing services (USPS, UPS, etc.)
  • Distribute/scan incoming mail
  • Drop off any outgoing mail in the building mail center
  • Manage and monitor supply inventory
  • Coordinate building maintenance as needed
  • Communicate building announcements
  • Manage building for employee key cards
  • Manage receptionist back up service when needed
  • Update daily announcements
  • Assist with various projects as needed

Key Qualifications and Characteristics

  • BS degree or 5+ years of administrative experience required
  • Reliable with patience and professionalism
  • Possess a high level of attention to detail
  • Must possess excellent oral and verbal communication skills
  • High level organization and time management skills
  • Team-oriented – able to collaborate with colleagues professionally
  • Adaptable to new organizational structure, procedures, and technology


Our competitive and comprehensive benefits range from a 401(k) Plan to parent leave to early close on Fridays. Highlights include:

  • Competitive Base Compensation
    • Discretionary Merit Bonus
    • Partnering for Success (PfS) Incentive
    • Client Development and Retention Incentive
    • Technology Reimbursement
    • Health & Dental Insurance
    • Long-term Disability
    • Group Life Insurance
    • Health Advocate
    • Voluntary Benefits
    • Health Savings Account
    • 401(k) with Matching and Profit Sharing

So you have time for other passions, we offer:

  • Hybrid Workdays and Flexible Hours
    • 3pm Close on Fridays
    • Day of Service
    • Company Paid Parental Leave
    • Company Paid Holidays
    • Company Paid Time-Off

To help you learn and grow, we are committed to an education budget for each employee; RTD University coaching and mentorship program, personal financial guidance, and ownership opportunities.

Join the “RTD Life”

  • Doing what you love
  • With the people you love
  • Making a HUGE difference
  • Always learning and growing
  • Having time for other passions

How to Apply

Please submit a resume and cover letter in Word or PDF format to careers@rtdfinancial.com.  Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss.  Also, in your cover letter, please describe your three most defining characteristics or attributes.  This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you.  Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Equal Employment Opportunity

RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.