Advisor Support Coordinator

Responsibilities

• Own calendar and scheduling support for an advisor or CX pod — coordinating client, prospect, and internal meetings with precision and follow-through
• Handle inbound phone support in a professional, receptionist-style capacity — routing calls, distributing voicemails, and screening unwanted outreach
• Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
• Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
• Coordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teams
• Be the connective tissue between advisors, CX team members, and internal partners — communicating clearly, moving fast, and staying organized across it all

Requirements

• 2+ years of administrative, executive assistant, or coordination experience
• Natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
• Clear, professional communicator — know how to engage with different audiences and adapt tone accordingly
• Proactive by nature — spot what's needed before being asked and take initiative to get ahead of it
• Comfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them work

Nice-to-Haves

• Experience supporting a financial advisor, wealth management team, or similar client-services environment
• Familiarity with CRM tools and expense management platforms like Ramp
• Worked in a role where no two days looked the same — and loved it

Compensation & Benefits

• Competitive comp package that rewards impact
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO