Provide dedicated administrative support to advisors and client experience teams in a fast-growing wealth management firm.
Posted by employer 6 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Requirements
- Experience
- 2+ years
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The Advisor Support Coordinator at Farther plays a crucial role in ensuring the smooth operation of the client experience team by providing proactive administrative support to advisors. This position requires strong organizational skills and familiarity with scheduling tools, as well as the ability to communicate effectively across various audiences. Ideal candidates will have at least two years of experience in administrative roles, particularly in fast-paced environments, and a background in financial services is a plus. Farther's collaborative culture emphasizes innovation and client-focused solutions, making it a fitting environment for those eager to contribute to the future of wealth m
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
Quick facts
- How much experience is required?
- At least 2 years of relevant experience for this Advisor Support Coordinator role.
- What seniority level is this role?
- Farther targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Advisor Support Coordinator role at Farther.
From the original posting
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re 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. That's where you come in.
As 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.
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
- 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
- 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
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
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!