New

Administrative & Event Coordination Specialist

Onsite - Tampa, Florida

Company Description

Farther 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 Role 

This position is responsible for the day-to-day operations of our office, ensuring seamless scheduling, communication, and event coordination. You'll be the backbone of our office operations while providing crucial support for our client and prospecting events. The ideal candidate is detail-oriented, tech-savvy, and comfortable juggling multiple tasks while maintaining professionalism and efficiency.

In this role, you will be working directly with Darwin Wealth Management, a team operating under the Farther umbrella. You'll support Darwin's specialized focus on alternative investments for high-net-worth clients 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.

This full-time position requires on-site presence at our Tampa office Monday through Friday. Additionally, the role involves coordinating and attending client dinner seminars approximately four times monthly, requiring occasional evening availability (6-9pm).

Your Impact 

Office Administration

  • Open and close the office daily
  • Answer and route incoming calls, review voicemails, and respond to text messages
  • Greet guests and set up meetings (coffee, water, etc.)
  • Schedule meetings from the scheduling queue
  • Handle all USPS and UPS mailings
  • Order office supplies, groceries, coffee, and orchids
  • Assist with computer setup, IT troubleshooting, and ADP onboarding
  • Upload blog posts to the website and send email notifications
  • Perform banking tasks and small projects for managing partners

Event Coordination & Client Engagement

  • Execute client events: book venues, manage registrations, print name tags, prepare materials, and oversee full event execution
  • Maintain digital records by uploading event files (checks, sign-in sheets, PowerPoints) to files.com
  • Process and track First Trust marketing reimbursement requests
  • Manage communication systems: create email/mail lists, registration forms, and conduct reminder calls
  • Coordinate client gifting program (welcome, anniversary, and sympathy gifts)

The Ideal Match 

  • Prior experience in office administration, event coordination, or marketing support
  • Strong organizational skills and attention to detail
  • Excellent verbal and written communication skills
  • Ability to manage multiple tasks and prioritize effectively
  • Tech-savvy with experience using scheduling software, CRM, and basic IT troubleshooting
  • Professional demeanor with strong interpersonal skills
  • Ability to work independently and as part of a team

Bonus Points 

  • Experience in the financial services industry
  • Knowledge of marketing compliance requirements
  • Experience with event planning and coordination
  • Familiarity with client relationship management tools
  • Demonstrated ability to thrive in a fast-paced environment

Why Join Us

At Darwin Wealth Management, we value a proactive mindset, attention to detail, and a commitment to excellence. This role provides an opportunity to contribute to both daily operations and strategic marketing efforts in a fast-paced, client-focused environment.

Ready to disrupt wealth management? Let's talk!




Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Farther’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.