Marketing & Administrative SPECIalist

Financial planning and wealth management firm

About the Firm

A holistic financial planning and wealth management firm. We specialize in financial plans, investments, and insurance. We a have a focus on high net worth independent women. We’ve been in the Houston market 20+ years.

About the position

The Marketing and Administrative Specialist role is specific to finding and helping clients. Through working as the concierge to this financial planning and wealth management company, the Specialist works to get clients in the door, initiate the building of a trusted relationship, and help enlist them to become advocates for our firm. The Specialist ensures the client’s needs are met in a timely and respectful manner also guaranteeing that the team is working towards new business through creating opportunities for possible clients to find out about our holistic financial planning. This role responsibilities will be split around 50% marketing and 50% administrative and office support responsibilities.

Primary Responsibilities:

  • Specific duties include, but may not be limited to

    Marketing

    • Provide Marketing Support for client communications and events 

    • Compliance support for events and communications 

    • Website maintenance

    • Ideate, Create, Edit, Maintain content for Newsletter, Social Media, Webinars, Email Campaigns, and Marketing Collateral

    • Social Media posting

    • Manage the marketing calendar

    • Tracking progress with marketing efforts

    • Presentation design

    • Greeting clients

    • Maintain client contact database list

    • Develop referral leverage list

    Client Meeting Prep

    • Time block calendar and schedule appointments with clients

    • Manage and oversee Advisors calendars

    • Meeting folder creation: standard forms based on type of meeting; account statements/review documents

    • Ensure that Advisors are prepped for client meetings

    • Pre & Post meeting client communication & documentation; PaperClip, Salesforce; Sharepoint

    • Host client meetings, order lunch and drinks for staff and guests when appropriate

    Client Services

    • Answering and transferring phones

    • Monitor communications of advisors (emails, phone calls)

    • Perform prospect research

    • Follow up with Client referrals and event participants

    • Track pending prospect activity

    • Coordinate client appreciation events and gifts

    • Coordinate charity activities

    • Be a cheerleader for our firm

    Office Management

    • Maintain organization in office space

    • Track continuing education

    • Pay bills

    • Help owners with tasks

  • Qualifications

    • Demonstrated ability to communicate financial topics clearly and effectively

    • Strong attention to details, analytical skills, organization, and problem-solving

    • Creative ideas about marketing content

    • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through

    • Eagerness to learn and grow

    • Salesforce knowledge is a plus

    • Proficiency in the Microsoft Office Suite of services and Canva

Hours: Full time, in person

Flexibility: Family friendly organization

Salary: Pay ranges depending on experience

 
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