American Hartford Gold (AHG) is seeking a highly organized and proactive Trade Coordinator Lead to oversee and support a team of Trade Coordinators responsible for facilitating day-to-day administrative and operational support of senior directors and client transactions. This role ensures seamless coordination between Sales, Operations, and clients while driving consistency, accountability, and efficiency across workflows.
The Trade Coordinator Lead will act as both a team leader and working lead, providing coaching and support while stepping into day-to-day responsibilities as needed. This individual will play a key role in maintaining client experience standards, improving operational processes, and ensuring transaction activities move efficiently throughout the organization.
Key Responsibilities
Team Leadership & Management
- Lead, coach, and develop a team of Trade Coordinators to support high performance and service excellence
- Establish team expectations, workflow priorities, and productivity standards
- Monitor team workload distribution and provide support during high-volume periods
- Conduct regular coaching, performance discussions, and ongoing training
- Identify skill gaps and development opportunities within the team
- Support hiring, onboarding, and ongoing performance management efforts
Trade Coordination & Client Support
- Oversee scheduling and calendar management support for senior directors and key business stakeholders
- Ensure timely and professional handling of inbound and outbound client communications
- Support transaction coordination activities and ensure timely follow-up on client needs
- Assist during the peak season in the day to day support of AE’s
- Review and confirm trade purchase details for accuracy and completeness
- Oversee document execution workflows, including DocuSign and physical document processing
- Monitor completion status of required documentation and proactively follow up on outstanding items
- Serve as an escalation point for complex or time-sensitive client matters
- Provide direct support and step into daily responsibilities during peak volume periods or coverage gaps
Cross-Functional Coordination
- Facilitate communication between Sales, Operations, Client Relations, Compliance, and Back Office teams
- Ensure transaction-related information flows efficiently across departments
- Partner with leadership to identify and resolve workflow bottlenecks
- Coordinate priorities and deadlines to improve the overall client experience
- Assist with issue resolution and escalation management
Process Improvement & Reporting
- Identify operational inefficiencies and recommend process improvements
- Create and maintain SOPs and process documentation for Trade Coordinator workflows
- Monitor team KPIs and reporting, including:
- Response times
- Appointment and scheduling accuracy
- Document completion rates
- Client follow-up timeliness
- Productivity and workload metrics
- Support reporting efforts and provide leadership with operational insights
- Help implement scalable processes that improve team effectiveness and client outcomes
Qualifications
Required:
- Bachelor's degree or equivalent experience
- 3–5+ years of experience in operations, coordination, client services, executive support, or financial services environments
- 1–3+ years of leadership or team lead experience
- Strong organizational and multitasking abilities
- Experience managing competing priorities in a fast-paced environment
- Strong communication and relationship management skills
- Proficiency in Microsoft Office and CRM systems, preferably Salesforce
Preferred:
- Experience in precious metals, financial services, wealth management, or transaction-heavy environments
- Experience with DocuSign and workflow coordination tools
- Experience supporting operational process improvement initiatives
Key Competencies
- Client Experience First mindset
- Strong ownership and accountability
- Exceptional attention to detail
- Effective communication and collaboration skills
- Ability to manage multiple priorities simultaneously
- Strong problem-solving abilities
- Adaptability and sense of urgency
- Ability to lead while remaining hands-on
Success Metrics (First 12 Months)
- Improved response and follow-up times
- Increased document completion accuracy and timeliness
- Reduction in transaction delays caused by communication gaps
- Increased productivity and workload balance across the team
- Improved internal stakeholder satisfaction
- Process improvements that reduce friction for employees and clients
- Increased operational consistency and process adherence
This role is ideal for someone who enjoys leading people, improving workflows, and creating a highly organized, client-focused environment while remaining actively involved in the day-to-day operation.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
