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 potential 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.

Essential Functions

• 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
• Cook up initial client onboarding, including client 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

Responsibilities and Duties

• Serve as the primary point of contact for clients, responding to inquiries and facilitating initial introductions
• Cook up 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
• Cook up 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

Job requirements

• Education and Experience
• - 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 Monday.com 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

Travel

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

Work Environment

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

Physical Demands

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.

Position Type and Expected Hours of Work

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.

Job Compensation & Benefits

• 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
• CWA has consistently been recognized from rating services and publications such as:
• INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
• Top Workplaces - Financial Services (2024)
• Top Workplaces - Culture Excellence (2024)
• Accounting Today - Top Firm by AUM (2024)
• USA Today - Top Workplaces (2024, 2025)
• Accounting Today - Top 100 Firms (2022, 2023)
• Forbes America's Best Tax & Accounting Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
• Dallas Morning News - Top Workplace (2022, 2023)
• Accounting Today - Beyond Top 100: Firms to Watch (2020)
• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
• 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 hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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