Advisor Support Coordinator

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eOur advisors and client experience teams are growing fast - and they need sharp, proactive operational support so everyone can stay focused on what matters most: clients. That's where you come in.u003c/pu003enu003cpu003eAs an Advisor Support Coordinator, you'll sit within the CX team and provide dedicated administrative support - either to a specific advisor or to a CX pod depending on where the need is greatest. Either way, you're not just scheduling meetings and processing expenses. You're the person who keeps things running smoothly, anticipates what's needed before anyone has to ask, and helps the people around you show up at their best.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eOwn calendar and scheduling support for an advisor or CX pod - coordinating client, prospect, and internal meetings with precision and follow-throughu003c/liu003enu003cliu003eHandle inbound phone support in a professional, receptionist-style capacity - routing calls, distributing voicemails, and screening unwanted outreachu003c/liu003enu003cliu003eManage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logisticsu003c/liu003enu003cliu003ePrep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when neededu003c/liu003enu003cliu003eCoordinate client appreciation gifts, event logistics, and compliance tracking with our marketing and compliance teamsu003c/liu003enu003cliu003eBe the connective tissue between advisors, CX team members, and internal partners - communicating clearly, moving fast, and staying organized across it allu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e2+ years of administrative, executive assistant, or coordination experienceu003c/liu003enu003cliu003eYou're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organizedu003c/liu003enu003cliu003eClear, professional communicator - you know how to engage with different audiences and adapt your tone accordinglyu003c/liu003enu003cliu003eProactive by nature - you spot what's needed before being asked and take initiative to get ahead of itu003c/liu003enu003cliu003eComfortable in a fast-moving, scrappy environment where you'll need to figure things out and make them worku003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExperience supporting a financial advisor, wealth management team, or similar client-services environmentu003c/liu003enu003cliu003eFamiliarity with CRM tools and expense management platforms like Rampu003c/liu003enu003cliu003eYou've worked in a role where no two days looked the same - and you loved itu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu0026nbsp;u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003cliu003eReady to disrupt wealth management? Let's talk!u003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003c/pu003enu003cpu003eReady to disrupt wealth management? Let's talk!u003c/pu003e