Team Support Specialist

About the role

As a Team Support Specialist, you'll play a key role in keeping our team connected, organized, and moving forward. You'll partner with leadership to support recruiting, coordinate high-impact meetings and events, and help create an exceptional experience for candidates, advisors, and team members.

Responsibilities

• Build and maintain recruiting pipelines by researching prospective advisors and managing prospect lists
• Coordinate recruiting events and activities, including candidate visits, office tours, executive travel, and follow-up communications
• Prepare recruiting materials, presentations, and weekly pipeline reports
• Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and other team events
• Draft and edit correspondence, presentations, and other internal and external communications
• Maintain confidentiality while supporting the team with a variety of administrative and operational tasks

Requirements

• 2–3+ years of administrative, executive support, or office coordination experience
• Strong customer service and relationship-building skills
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio)
• Highly organized with the ability to manage multiple priorities in a fast-paced environment
• Self-motivated and proactive, with the ability to work independently and as part of a collaborative team
• Strong written and verbal communication skills, with the ability to interact professionally with individuals at all levels
• Detail-oriented, dependable, and committed to delivering high-quality work
• Excellent time management and problem-solving skills, with the ability to anticipate needs and adapt to changing priorities

Qualifications

Experience working in a fast-paced environment, enjoying problem-solving, and loving to bring order to moving pieces.

Skills

• Customer service and relationship-building skills
• Microsoft Office proficiency (Word, Excel, Outlook, PowerPoint, and Visio)
• Organizational skills
• Communication skills
• Time management and problem-solving skills

Benefits

• Medical, dental, vision, and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events