Advisor Support Coordinator

Jobtailor; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking an organized and proactive Executive Assistant-style coordinator in Dallas to manage calendars, coordinate meetings, and support a financial-advisor style client-services team. You will handle inbound calls, reimbursements via Ramp, and travel logistics while maintaining accurate reports and CRM data.

The role emphasizes clear communication, initiative, and adaptability in a fast-paced environment, with opportunities to collaborate across marketing, compliance, and internal

Qualifications

• 2+ years of administrative, executive assistant, or coordination experience.
• Proficient with scheduling tools (Calendly, Google Cal, etc.) and multi-tasking.
• Clear, professional communicator adaptable to audiences and tones.
• Proactive by nature, able to anticipate needs and act.
• Thrives in a fast-moving, scrappy environment and solves problems.
• Bonus: experience supporting a financial advisor/wealth management team.
• Bonus: familiarity with Ramp and CRM platforms.

Responsibilities

• Own calendar and scheduling support for an advisor or CX pod, coordinating meetings with precision.
• Handle inbound phone support in receptionist-style capacity—route calls and manage voicemails.
• Manage expense reimbursements and mileage tracking via Ramp, coordinate travel logistics.
• Prepare and maintain weekly reports, CRM updates, and meeting materials.
• Coordinate client appreciation gifts, events, and compliance tracking with marketing and compliance teams.
• Act as connective tissue between advisors, CX team, and internal partners with clear communication and organization.

Skills

Calendar management

Clear communicator

Proactive

Adaptability

Fast-paced environment

Client services experience

Tools

Calendly

Google Calendar

Ramp

CRM tools

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 — you know how to engage with different audiences and adapt your tone accordingly
• Proactive by nature — you 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
• Experience supporting a financial advisor, wealth management team, or similar client-services environment (bonus)
• Familiarity with CRM tools and expense management platforms like Ramp (bonus)