Executive Assistant/Marketing Specialist
Core
Supports daily office operations, client service initiatives, and marketing activities for a wealth management practice.
Role type
Executive Assistant & Marketing Specialist
Builds
Client experience, community presence, and firm relationships
Domain
Wealth Management / Financial Services
Required skills
calendar management, client record maintenance, event coordination, CRM usage, Microsoft Office proficiency, vendor coordination
Preferred skills
CRM system experience, event management, marketing material creation
Responsibilities
Provide reception coverage and serve as first point of contact, manage calendars and event logistics, process mail and deposits, maintain client records and CRM notes, coordinate client appreciation events and community initiatives, assist with website updates and social media content
Seniority
Individual Contributor, 2+ years experience