Advisor Support Coordinator

The Role

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 everything's accurate and ready when needed
• Cook up 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
• You're a natural with calendars, scheduling tools (Calendly, Google Cal, etc.), and keeping multiple moving pieces organized
• A clear, professional communicator — you know how to engage with different audiences and adapt your tone accordingly
• Proactive by nature — you spot what's needed before being asked and take initiative to get ahead of it
• Comfortable in a fast-moving, scrappy environment where you'll 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
• You've 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