Advisor Support Coordinator

Fartherfinance; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Fartherfinance is looking for an Advisor Support Coordinator to join their growing CX team in Dallas, Texas. This role involves providing crucial administrative support to advisors and ensuring smooth operations, keeping everyone focused on client needs.

The ideal candidate should have at least 2 years of relevant experience, be an expert in scheduling tools, and demonstrate proactive communication skills. Responsibilities include managing calendars, handling phone support, and maintaining reports.

Qualifications

• 2+ years of administrative, executive assistant, or coordination experience.
• Strong expertise in scheduling tools and calendar management.
• Professional communication skills, adaptable to different audiences.
• Proactive attitude with the ability to anticipate needs.

Responsibilities

• Provide calendar and scheduling support for an advisor or CX pod.
• Handle inbound phone support and route calls professionally.
• Manage expense reimbursements and coordinate travel logistics.
• Prep weekly reports, CRM updates, and meeting materials.
• Coordinate client appreciation gifts and event logistics.

Skills

Administrative support

Calendar management

Communication

Proactivity

Tools

Calendly

Google Calendar

Job description

The Role

Our advisors and client experience teams are growing fast — and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.

As an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support — either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.

Your Impact

• 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

The Ideal Match

• 2+ years of administrative, executive assistant, or coordination experience
• You're a 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