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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while effectively managing logistics and coordinating across teams. Proficient in utilizing CRM tools and systems to enhance operational efficiency and support sales and recruiting functions.
Highest-signal resume keywords
Calendar ManagementLogistics CoordinationProactive Problem-SolvingStrong Communication SkillsCRM Tool Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Operations CoordinationSales SupportRecruiting CoordinationAttention to DetailPipeline Tracking
Soft Skills
Proactive OwnershipHigh Emotional IntelligenceAdaptability in Fast-Paced Environments
Tools & Technologies
HubSpotGreenhouseGoogle Suite
Industry Keywords
Financial ServicesWealth ManagementFintech
About the role
Key responsibilities & impact- Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
- Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
- Facilitate sales process execution by tracking candidates through the pipeline and ensuring nothing falls through the cracks
- Coordinate offers and contracts in partnership 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
- Proactively identify inefficiencies and implement solutions before being asked
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 such as HubSpot, Greenhouse, and Google Suite
- High EQ and professionalism when interacting with advisor candidates
- Bonus: Experience in financial services, wealth management, or fintech
- Bonus: Background in recruiting coordination or sales support
- Bonus: Interest in growing into a chief of staff or senior operations role
- Bonus: Familiarity with CRM tools and reporting
Benefits
Comp & perks- 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