Advisor Support Coordinator

Father Gabriel Richard High School - Ann Arbor, Michigan

Advisor Support Coordinator providing operational support for financial advisors in a fintech environment. Ensuring smooth operations while managing scheduling, client interactions, and reports.

Posted 6/24/2026full-timeDallas • Texas • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & 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
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

Requirements

What you’ll need

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
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
Experience supporting a financial advisor, wealth management team, or similar client-services environment (bonus)
Familiarity with CRM tools and expense management platforms like Ramp (bonus)

Benefits

Comp & perks

Full health benefits + 401(k) matching & Roth IRA options
Unlimited PTO

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

administrative experienceexecutive assistant experiencecoordination experienceexpense managementreport preparationCRM updatestravel logisticscompliance tracking

Soft Skills

communicationorganizationproactivityadaptabilityinitiative