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.

• Build and maintain recruiting pipelines by researching prospective advisors and managing prospect lists
• Coordinate recruiting events and activities, including candidate visits, office tours, executive travel, and follow-up communications
• Prepare recruiting materials, presentations, and weekly pipeline reports
• Manage logistics for recruiting events, leadership meetings, team offsites, advisor visits, and other team events
• Draft and edit correspondence, presentations, and other internal and external communications
• Maintain confidentiality while supporting the team with a variety of administrative and operational tasks.

• 2-3+ 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

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

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.