Advisor Support & CX Coordinator — Unlimited PTO

Farther; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation package

Work alongside fintech experts

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A fast-growing financial services firm in Dallas is looking for an Advisor Support Coordinator to provide essential administrative support to its team. In this role, you'll manage calendars, coordinate meetings, and handle inbound calls. The ideal candidate should have over 2 years of relevant experience, be organized, and possess strong communication skills. This position offers a competitive compensation package, full health benefits, and unlimited PTO, making it an exciting opportunity to grow within a collaborative team environment.

Qualifications

• 2+ years of administrative, executive assistant, or coordination experience.
• Ability to manage calendars and scheduling tools effectively.
• Natural communicator who can adapt tone for different audiences.
• Proactive and able to anticipate needs before being asked.
• Comfortable in a fast-paced environment.

Responsibilities

• Own calendar and scheduling support for an advisor to ensure efficiency.
• Handle inbound phone support and route calls professionally.
• Manage expense reimbursements and coordinate travel logistics.
• Prepare weekly reports and maintain CRM updates.
• Coordinate client gifts and ensure compliance tracking.

Skills

Calendar management

Professional communication

Proactive problem-solving

Organizational skills

Tools

Calendly

Google Calendar

CRM tools

Ramp

Job description

A fast-growing financial services firm in Dallas is looking for an Advisor Support Coordinator to provide essential administrative support to its team. In this role, you'll manage calendars, coordinate meetings, and handle inbound calls. The ideal candidate should have over 2 years of relevant experience, be organized, and possess strong communication skills. This position offers a competitive compensation package, full health benefits, and unlimited PTO, making it an exciting opportunity to grow within a collaborative team environment.