Remote Advisor Operations & Training Coordinator

Insurica; Fort Collins (CO); On-site; USD 72,000 - 88,000; Full time

Job summary

INCITE in Fort Collins, CO is seeking an Advisor Coordinator who thrives in a dynamic environment. You will manage complex calendars for advisors, coordinate meetings and virtual training sessions, and prepare presentation materials and agendas.

This role goes beyond routine admin: you will handle travel arrangements, expense reporting, and support online training programs while maintaining accurate records.

Responsibilities

• Manage complex calendars and scheduling for advisors
• Coordinate meetings, client appointments, and virtual training sessions
• Prepare and organize presentation materials, meeting agendas, and supporting documents
• Manage expense reporting and reimbursement processes
• Coordinate occasional travel arrangements, including flights, accommodations, and itineraries
• Support the planning and delivery of online training programs and webinars
• Track action items and follow up to ensure deadlines are met
• Maintain accurate records and administrative systems
• Assist with special projects and operational initiatives as required
• Ability to navigate different software programs

Job description

INCITE in Fort Collins, CO is seeking an Advisor Coordinator who thrives in a dynamic environment. You will manage complex calendars for advisors, coordinate meetings and virtual training sessions, and prepare presentation materials and agendas.

This role goes beyond routine admin: you will handle travel arrangements, expense reporting, and support online training programs while maintaining accurate records.