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
• Coordinate 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
• 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