Job Title: Administrative Assistant
Looking to make a difference and be recognized for it? Then consider working for this highly successful boutique financial advisory firm involved in succession planning for business-owner clients around the country. As a marketing assistant, you will support the Managing Partner of the firm and Senior Staff with the logistics of prospect development, marketing campaigns, client service, and communication.
Along with a competitive salary, this position offers the right candidate opportunities for growth, 401k match, flexibility, and a positive, friendly work environment.
Job Responsibilities:
- Written and verbal communication skills
- Strong writing skills
- Excellent customer service approach and interpersonal skills as the firm’s initial point of contact
- Research potential prospects
- Prepare and monitor marketing campaigns, including manage bi-monthly newsletter merges
- Assist in client servicing, including client forms and statements
- Fine attention to detail, including all materials produced on behalf of the firm
- Excellent follow through on all tasks
- Organization skills and the ability to multi-task
- Problem solving to figure out effective solutions to potential issues
- Time management skills
Job Requirements:
- 1-3 years of administrative experience preferred, but will train the right candidate
- College preferred but not required
- Microsoft Office 365 with emphasis on Word and Excel
- Client data base applications such as Redtail, RPAG Retirement Plans, Constant Contact, etc.
Salary: $50K-$60K.
