# Advisor Support Coordinator

**Company:** [Farther Finance](https://hotfix.jobs/companies/farther-finance)
**Location:** Dallas, TX
**Role:** Other
**Experience:** 2+ years
**Skills:** Calendly, Google Calendar, Ramp, CRM, Scheduling Tools
**Posted:** 2026-03-13

> Provides dedicated administrative support to financial advisors or CX pods, managing calendars, expenses, travel, reports, and communications to ensure smooth operations in a fast-paced fintech environment. Requires 2+ years of coordination experience and proactive organization skills.

## Job Description

## 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

## Similar roles

- [Area Manager](https://hotfix.jobs/jobs/95fce3aa-e12f-48f7-8020-56282432b97c) - Flexport - Phillipsburg, NJ - $65k – $89k/yr
- [Payroll Associate](https://hotfix.jobs/jobs/4a63d9e6-f971-4296-8c7b-a180886c31a5) - Prompt Health - Remote - $73k – $83k/yr
- [Governance, Risk, and Compliance Intern](https://hotfix.jobs/jobs/3a7e58e2-01f4-4090-b328-37908961be7a) - Notion - San Francisco, CA - $104k – $112k/yr
- [Global Intelligence Analyst](https://hotfix.jobs/jobs/484955c1-49e1-4750-90bf-89385cc7554d) - Coinbase - Remote - $117k – $138k/yr
- [Collateral Review Associate](https://hotfix.jobs/jobs/6186f0de-2974-4d07-b25a-475059905d90) - Setpoint.io - Salt Lake City, UT

**Apply:** https://hotfix.jobs/jobs/2400a98a-fc05-4e6d-8e3a-34741211a76d
**Canonical:** https://hotfix.jobs/jobs/2400a98a-fc05-4e6d-8e3a-34741211a76d