Advisor Coordinator

Job Description

JOB DETAILS

REQUIREMENTS

• Highly organized, proactive, and detail-oriented.
• Strong administrative and project coordination skills; ability to manage multiple priorities.
• Comfortable learning industry tools (Advisor OS, SION, marketing and communication systems).
• Strong written and verbal communication skills; able to interact professionally with advisors, suppliers, and internal stakeholders.
• Willingness and ability to learn travel advisor business and internal systems quickly
• Comfortable working in a fast-paced, high-growth environment
• Willingness to travel as needed
• Experience with scheduling, budgeting, operations or program coordination a plus

RESPONSIBILITIES

• Administrative support for recruiting and onboarding workflows, including scheduling, tracking progress, coordinating with internal departments, preparing materials, and ensuring smooth milestone execution.
• Operational support for current advisor needs, such as managing supplier communication, deploying supplier promotions, assisting with the supplier calendar, and coordinating timely information flow to advisors.
• Meeting and calendar coordination, including scheduling across multiple stakeholders, preparing agendas, taking notes, and managing follow-ups.
• Template and document creation, including building standardized onboarding materials, checklists, internal process guides, communication templates, and program documentation as needed.
• Support in developing and executing training opportunities, such as coordinating sessions, managing attendance, and assisting with content organization.
• Support event planning team with logistics, coordination, communication, budgeting and on-location support as needed.
• Maintaining necessary progress reports and tracking key operational metrics.
• General administrative support to the SVP, including assisting with ongoing business needs, cross-functional coordination, and administrative follow-through as needed.

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