Team Support Specialist

Team Support Specialist

As a Team Support Specialist, you'll play a key role in keeping our team connected, organized, and moving forward. You'll partner with leadership to support recruiting, coordinate high-impact meetings and events, and help create an exceptional experience for candidates, advisors, and team members. If you thrive in a fast-paced environment, enjoy solving problems, and love bringing order to moving pieces, we'd love to meet you.

What you'll do:

• Manage executive calendars, travel, meetings, expenses, and inboxes
• Coordinate team meetings, advisor events, conferences, and travel logistics
• Create and send internal emails, coaching content, recruiting campaigns, and presentations
• Keep Salesforce, mailing lists, reports, and team metrics up to date
• Support day-to-day team operations, including advisor processes and special projects

Experience you'll bring:

• 2+ years of administrative, executive support, or office coordination experience
• Strong customer service and relationship-building skills
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint, and Visio)
• Highly organized with the ability to manage multiple priorities in a fast-paced environment
• Self-motivated and proactive, with the ability to work independently and as part of a collaborative team
• Strong written and verbal communication skills, with the ability to interact professionally with individuals at all levels
• Detail-oriented, dependable, and committed to delivering high-quality work
• Excellent time management and problem-solving skills, with the ability to anticipate needs and adapt to changing priorities

Bonus Points:

• IMO or Financial Services Experience

What you'll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site caf, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored eventsand more!

Who We Are: Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.