Client Service & Administrative Assistant

<div class="content-intro"><section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <section id="st-companyDescription" class="job-section"> <div class="wysiwyg"> <h2 class="title">Company Description</h2> <p>Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.</p> <p>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.&nbsp;We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.</p> <p>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.</p> </div> </section> </div> </section></div><p><strong>The Role</strong></p> <p>In 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.</p> <p>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 &amp; Administrative Assistant to manage the critical operational details of our practice.</p> <p>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.</p> <p><strong>Your Impact</strong></p> <ul> <li>Manage advisor calendars and own all scheduling and logistics for client meetings</li> <li>Prep meeting briefs, materials, and agendas so the advisory team walks in ready</li> <li>Send client follow-up emails and keep internal task tracking on point</li> <li>Serve as the b