Responsibilities

• Coordinate with marketing and compliance departments to create and implement communication and advertising campaigns across a variety of publicity methods.
• Assist in the development of timely, meaningful, and engaging communications with clients and prospects.
• Manage recurring marketing initiatives and tasks.
• Organize in-person and virtual client events from idea generation to execution.
• Manage the relationship with our podcast production company and coordinate the production, release and marketing of each episode.
• Create a digital presence on all available channels to increase awareness and engagement with the digital community.
• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
• Facilitate the transfer of funds and securities and process checks, wires and ACH’s in a timely manner.
• Supports the organization in other administrative or support functions as needed.

Requirements

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Ability to adapt to a rapidly changing business and technology environment
• Can-do and self-starter attitude

Preferred

• Current FINRA registrations
• Financial services experience
• Digital marketing experience

Benefits

• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.