Advisor Support Coordinator
Share
Job Location:
Irving, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production backed by top-tier venture capital firms fintech investors and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If youre the type who breaks through walls to get things done the right way we want to build the future of wealth management with you.
The Role
Our 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. Thats where you come in.
As an Advisor Support Coordinator youll 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 youre not just scheduling meetings and processing expenses. Youre the person who keeps things running smoothly anticipates whats needed before anyone has to ask and helps the people around you show up at their best.
Your Impact
- Own calendar and scheduling support for an advisor or CX pod coordinating client prospect and internal meetings with precision and follow-through
- Handle inbound phone support in a professional receptionist-style capacity routing calls distributing voicemails and screening unwanted outreach
- Manage expense reimbursements and mileage tracking via Ramp plus coordinate travel logistics
- Prep and maintain weekly reports CRM updates and physical meeting materials so everythings accurate and ready when needed
- Coordinate client appreciation gifts event logistics and compliance tracking with our marketing and compliance teams
- Be the connective tissue between advisors CX team members and internal partners communicating clearly moving fast and staying organized across it all
The Ideal Match
- 2 years of administrative executive assistant or coordination experience
- Youre a natural with calendars scheduling tools (Calendly Google Cal etc.) and keeping multiple moving pieces organized
- Clear professional communicator you know how to engage with different audiences and adapt your tone accordingly
- Proactive by nature you spot whats needed before being asked and take initiative to get ahead of it
- Comfortable in a fast-moving scrappy environment where youll need to figure things out and make them work
Bonus Points
- Experience supporting a financial advisor wealth management team or similar client-services environment
- Familiarity with CRM tools and expense management platforms like Ramp
- Youve worked in a role where no two days looked the same and you loved it
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management Lets talk!
Ready to disrupt wealth management Lets talk!
Required Experience:
IC
Key Skills
- Time Management
- Developmental Disabilities Experience
- Intake Experience
- Mediation Experience
- Microsoft Outlook
- Customer Support
- Case Management
- Medical Terminology
- Alternative dispute resolution
- Child Protective Services
- Social Work
- Word Processing
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
