Marketing & Events Assistant
Core
Provides operational, client service, and marketing support to Financial Advisors in a branch office, managing events, client communications, and digital presence.
Role type
Marketing & Events Assistant (Financial Services)
Builds
Client events, seminar materials, digital content, and client service workflows
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Client relationship management, Event coordination, Digital marketing, CRM management, Compliance adherence, Data organization, Communication, Microsoft Office proficiency, Analytical skills
Preferred skills
Series 7/63/65 licensure, AI tool adoption, Private Wealth Management platform navigation
Responsibilities
Greet visitors and manage switchboard calls, Coordinate seminars and client events, Execute digital and social media strategy for Financial Advisors, Manage client onboarding and appointment scheduling, Maintain compliance with firm policies, Organize electronic files and client data