Advisor Support & CX Operations 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

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.