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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail while managing logistics and facilitating communication across teams. Proficient in coordinating candidate experiences and supporting sales processes in a fast-paced environment.
Highest-signal resume keywords
Candidate Experience CoordinationSales Process ExecutionLogistics ManagementStrong Written And Verbal CommunicationProactive Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Recruiting CoordinationOperations ManagementCRM Tools FamiliarityReporting SkillsCalendar Management
Soft Skills
Attention To DetailHigh Emotional IntelligenceOwnershipProfessionalismAbility To Juggle Multiple Priorities
Tools & Technologies
HubSpotGreenhouseGoogle Suite
Industry Keywords
Financial ServicesWealth ManagementFintechSales Support
About the role
Key responsibilities & impact- Coordinate Discovery Day logistics end-to-end and deliver a seamless candidate experience
- Manage leadership calendars and meetings, protecting time for high-impact work
- Facilitate sales process execution by tracking candidates through the pipeline
- Coordinate offers and contracts with HR and Finance, driving deals to close
- Book travel and manage logistics for team events and candidate visits
- Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
- Identify inefficiencies proactively and implement solutions
Requirements
What you’ll need- 1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
- Exceptionally organized with sharp attention to detail
- Proactive problem-solver who takes ownership and doesn't wait to be told what to do
- Strong written and verbal communication skills
- Ability to work effectively with leadership and external candidates
- Comfortable juggling multiple priorities in a fast-paced environment
- Technically curious and quick to learn new systems, including HubSpot, Greenhouse, and Google Suite
- High EQ and professionalism when interacting with advisor candidates
- Experience in financial services, wealth management, or fintech is a bonus
- Background in recruiting coordination or sales support is a bonus
- Familiarity with CRM tools and reporting is a bonus
Benefits
Comp & perks- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
- 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
