Advisor Support Coordinator

Location: Hybrid - Dallas, TX, United States

Company

hirify.global is a rapidly growing registered investment adviser combining wealth management expertise with fintech and technology.

What you will do

• Manage calendars and coordinate client, prospect, and internal meetings for an advisor or CX pod.
• Provide professional inbound phone support, route calls, distribute voicemails, and screen unwanted outreach.
• Process expense reimbursements and mileage tracking through Ramp and coordinate travel logistics.
• Prepare weekly reports, update CRM records, and maintain physical meeting materials.
• Coordinate client appreciation gifts, event logistics, and compliance tracking with marketing and compliance partners.
• Connect advisors, CX team members, and internal partners through clear, organized communication.

Requirements

• 2+ years of administrative, executive assistant, or coordination experience.
• Experience with calendars and scheduling tools such as Calendly and Google Calendar.
• Clear, professional communication and the ability to adapt tone for different audiences.
• Proactive approach with strong organization and follow-through.
• Comfort working in a fast-moving environment where problems require initiative and practical solutions.

Nice to have

• Experience supporting a financial advisor, wealth management team, or similar client-services environment.
• Familiarity with CRM tools and expense management platforms such as Ramp.
• Experience in varied, fast-changing coordination roles.

Culture & Benefits

• Hybrid work in Dallas, Texas.
• Competitive compensation package.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.
• Growth opportunities at a fast-scaling fintech startup.