Communications Coordinator

About the role

Generational Group is North America’s leading business transition firm, dedicated to helping business owners plan for and execute the successful sale of their company. With a team of more than 250 professionals and decades of combined M&A experience, the firm guides clients through every phase of the exit process—from strategic planning and business valuation to marketing, negotiation, and closing. The Communication Coordinator is a vital member of the Client Experience team, serving as both the face and voice of Generational Group. This dynamic role splits daily responsibilities: mornings focus on essential administrative support for the Client Experience (CE) team, while afternoons are dedicated to receptionist duties, welcoming guests, and coordinating workplace logistics.

Responsibilities

• Client Experience & Administrative Support (Morning Focus)
  • Manage comprehensive administrative support duties for the Client Experience team.
  • Conduct thorough client research and prepare new client files to ensure seamless onboarding.
  • Maintain accurate client files and assist the CE team with data review to ensure high system integrity.
  • Review client agreements carefully to ensure accuracy.
  • Review client information and provide clear overviews for CE Managers regarding necessary pending items.
  • Assist CE Managers in prioritizing, scheduling, and organizing client calls.
  • Proactively call clients to conduct periodic “wellness checks,” gauge their satisfaction, and determine if they want to move forward in the process.
• Receptionist & Front Office Operations (Afternoon Focus)
  • Welcome clients, visitors, and Generational Group team members with a highly professional attitude and appearance.
  • Clearly communicate basic company information and answer general incoming questions.
  • Execute and maintain established lobby security policies.
  • Manage overall appearance, cleanliness, and inventory for the lobby and designated meeting rooms.
  • Assist the team with managing the meeting room schedule.
  • Provide as‑needed event support, including occasional catering coordination.
  • Partner with the IT team to resolve technology needs as requested.

Qualifications

• Associate or bachelor’s degree preferred.
• 3+ years in an administrative or front office role.
• Flexible and adaptable; thrives in a dynamic environment and smoothly adjusts to changing daily priorities.
• Discretion and confidentiality when handling sensitive client information.
• Strong written and verbal communication skills, paired with active listening and observation abilities.
• Friendly, compassionate, reliable, and deeply committed to a positive client experience.
• Self‑motivated team player who is teachable and demonstrates a positive, proactive attitude.
• High attention to detail with excellent time management skills to handle a split‑focus workday.
• Strong computer skills; Microsoft Office proficiency; Salesforce experience preferred.

Benefits

• Comprehensive benefits package.
• Opportunities for professional growth and career development.
• Work alongside experienced finance and operations professionals in a collaborative environment.
• A culture built on integrity, excellence, and a genuine commitment to clients and communities.