Client Service & Administrative Assistant

Client Service & Administrative AssistantOn-site - Vero Beach, FLCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.The RoleIn 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.Southern 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 & Administrative Assistant to manage the critical operational details of our practice.Operating 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.Your ImpactManage advisor calendars and own all scheduling and logistics for client meetingsPrep meeting briefs, materials, and agendas so the advisory team walks in readySend client follow-up emails and keep internal task tracking on pointServe as the bridge between the Southern Capital advisory team and Farther's CX teamMaintain accurate client records in CRM systems and support onboarding workflowsKeep the office running communications, supplies, and general coordinationThe Ideal Match3-5+ years in an administrative, client service, or operations role (financial services a plus)Highly organized with strong attention to detail you notice what others missComfortable working directly with high-net-worth clients and executivesProficient in Google Workspace or Microsoft Office; CRM experience preferred (HubSpot a plus)Professional, polished, and able to represent the firm in a client-facing environmentBonus PointsExperience in wealth management, financial planning, or a related financial services environmentFamiliarity with Slack, Zoom, or similar team communication and collaboration toolsBackground supporting a growing team in a fast-paced, entrepreneurial settingWhy Join UsCompetitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!Ready to disrupt wealth management? Let's talk!