Farther
Advisor Support Coordinator
Hybrid - Dallas, TX
Sponsorship not specifiedDetected 63 days ago
CRMLogistics
About the role
- 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.
Responsibilities
- 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
- Prep and maintain weekly reports, CRM updates, and physical meeting materials so everything's accurate and ready when needed
- Be the connective tissue between advisors, CX team members, and internal partners - communicating clearly, moving fast, and staying organized across it all
- Chart your own growth path as we expand
- Manage expense reimbursements and mileage tracking via Ramp, plus coordinate travel logistics
Requirements
- Clear, professional communicator - you know how to engage with different audiences and adapt your tone accordingly
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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This listing is sourced directly from Farther's careers page and normalized into a canonical job model.