Career Opportunities
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$500
MM
Combined assets under management
#1
RANKING
RIA Channel®’s List of Top 100 Wealth Managers
Executive Assistant and Marketing Manager
Role Description
A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
Executive Support and Administrative Skills
- Experience managing calendars and correspondence for CEO
- Excellent organizational and time-management skills
- Ability to prioritize and manage multiple tasks simultaneously
Marketing Skills
- Experience with digital marketing channels and social media platforms
- Ability to create marketing campaigns and strategies that deliver measurable results
- Expertise in content creation, writing, and editing
- Financial Planning and Wealth Management:
- Basic knowledge of financial planning and wealth management principles
- Experience in the financial services industry is a plus
Professional Skills
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy
Qualifications
- Bachelor's degree in Business Administration, Marketing, Communications, or related field
- Experience in executive support/administration and marketing roles a plus