Wealth Advisor Support Specialist

Farther; Irving (TX); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits

401(k) matching

Unlimited PTO

Job summary

A fintech company is seeking an Advisor Support Coordinator in Irving, Texas. This role involves providing administrative support to the client experience team, ensuring smooth operations by managing schedules, handling communications, and maintaining reports. Ideal candidates will have 2+ years in administrative roles, be proactive, and possess strong organizational skills. The position offers a competitive compensation package, unlimited PTO, and health benefits within a rapidly growing company that values innovation and collaboration.

Qualifications

• 2+ years of experience in an administrative role.
• Experience supporting a financial advisor or in a client-services environment is a plus.
• Comfortable in a fast-moving environment.

Responsibilities

• Provide administrative support to advisors and CX teams.
• Coordinate meetings and manage calendars.
• Handle inbound phone support professionally.

Skills

Calendar management

Professional communication

Proactivity

Organization

Tools

Calendly

Google Calendar

CRM tools

Ramp

Job description

A fintech company is seeking an Advisor Support Coordinator in Irving, Texas. This role involves providing administrative support to the client experience team, ensuring smooth operations by managing schedules, handling communications, and maintaining reports. Ideal candidates will have 2+ years in administrative roles, be proactive, and possess strong organizational skills. The position offers a competitive compensation package, unlimited PTO, and health benefits within a rapidly growing company that values innovation and collaboration.