Assist with PR, marketing, and outreach activities for a boutique wealth management firm, with potential for growth into full-time duties.

• Answer emails and phone calls, answer questions, and direct larger inquiries to the appropriate personnel
• Assist other staff with media outreach
• Assist with community outreach and engagement across multiple platforms
• Create, edit, and publish content on various social media platforms, as needed
• Maintain calendars appropriately, including an editorial calendar, event calendar, and more
• Participate in meetings and strategy sessions within the department

Requirements

• Series 65 or Series 7
• Excellent communication and interpersonal skills
• Excellent proofreading and copy editing skills
• Attention to detail
• Familiarity with Microsoft Office suite, Outlook, and social media publishing platforms
• Knowledge of Public Relations best practices
• Passionate about wealth management and financial planning
• Curious and interested in learning and contributing

Preferred

• Preference for candidates with financial services experience

Benefits

• Temporary Position Leading to Full Time for the Right Candidate
• Competitive Compensation (depending on experience)
• Great Work Environment
• Career Advancement Opportunities