Ground‑Floor Advisor Support Coordinator — Fintech

Cardata; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Unlimited PTO

Job summary

Cardata in Dallas, Texas is looking for an Advisor Support Coordinator to provide essential administrative support to our CX team and advisors. This role goes beyond scheduling and involves coordinating meetings, managing communications, and ensuring seamless operations.

The ideal candidate will have over 2 years of experience, strong organizational skills, and the ability to thrive in a fast-paced environment. Join us to make an impactful contribution to our growing team in the wealth management sector.

Qualifications

• 2+ years of administrative, executive assistant, or coordination experience.
• Natural with calendars and scheduling tools.
• Clear communicator with ability to engage different audiences.

Responsibilities

• Own calendar and scheduling support for an advisor or CX pod.
• Handle inbound phone support in a receptionist-style capacity.
• Manage expense reimbursements and coordinate travel logistics.

Skills

Calendar management

Scheduling tools

Professional communication

Proactive problem-solving

Organizational skills

Tools

Calendly

Google Calendar

CRM tools

Ramp

Job description

Cardata in Dallas, Texas is looking for an Advisor Support Coordinator to provide essential administrative support to our CX team and advisors. This role goes beyond scheduling and involves coordinating meetings, managing communications, and ensuring seamless operations.

The ideal candidate will have over 2 years of experience, strong organizational skills, and the ability to thrive in a fast-paced environment. Join us to make an impactful contribution to our growing team in the wealth management sector.