Client Service & Administrative Assistant

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eIn this role, you will be working directly with Southern Capital, a team operating under the Farther umbrella. You'll support Southern Capital's day-to-day operations and client experience while benefiting from Farther's resources, technology platform, and professional growth opportunities. This position offers a unique opportunity to work within an established wealth management practice while being part of an innovative, growing organization.u003c/pu003enu003cpu003eSouthern Capital specializes in providing concierge-level wealth management to high-net-worth families, executives, and business owners. To support our rapid growth and allow our lead advisor to prioritize client strategy, we are seeking a Client Service u0026amp; Administrative Assistant to manage the critical operational details of our practice.u003c/pu003enu003cpu003eOperating as the team's operational backbone from our Vero Beach office, you will be responsible for schedule management, meeting preparation, and seamless coordination with Farther's CX team. This full-time, in-office position requires a high degree of professionalism to thrive in our client-facing environment. Additionally, this role offers significant career potential with a path for advancement into operations leadership, client service management, or a future advisor role.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eManage advisor calendars and own all scheduling and logistics for client meetingsu003c/liu003enu003cliu003ePrep meeting briefs, materials, and agendas so the advisory team walks in readyu003c/liu003enu003cliu003eSend client follow-up emails and keep internal task tracking on pointu003c/liu003enu003cliu003eServe as the bridge between the Southern Capital advisory team and Farther's CX teamu003c/liu003enu003cliu003eMaintain accurate client records in CRM systems and support onboarding workflowsu003c/liu003enu003cliu003eKeep the office running - communications, supplies, and general coordinationu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e3-5+ years in an administrative, client service, or operations role (financial services a plus)u003c/liu003enu003cliu003eHighly organized with strong attention to detail - you notice what others missu003c/liu003enu003cliu003eComfortable working directly with high-net-worth clients and executivesu003c/liu003enu003cliu003eProficient in Google Workspace or Microsoft Office; CRM experience preferred (HubSpot a plus)u003c/liu003enu003cliu003eProfessional, polished, and able to represent the firm in a client-facing environmentu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExperience in wealth management, financial planning, or a related financial services environmentu003c/liu003enu003cliu003eFamiliarity with Slack, Zoom, or similar team communication and collaboration toolsu003c/liu003enu003cliu003eBackground supporting a growing team in a fast-paced, entrepreneurial settingu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu0026nbsp;u003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003cliu003eReady to disrupt wealth management? Let's talk!u003c/liu003enu003c/ulu003enu003cpu003eu0026nbsp;u003c/pu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e