Project Support Specialist – Ideal for Mass Communication Graduates/Students Job

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A small, high-performing boutique wealth management firm in Towson, MD is seeking a proactive and detail-oriented Project Support Specialist to support its client acquisition efforts. This is a part-time hybrid W-2 employee position, requiring regular in-office work, approximately 10 to 15 hours per week.

This role is ideal for someone who thrives in a supportive, behind-the-scenes capacity—booking meetings, taking notes, updating records, and helping the CEO stay on track with new client relationships.

Key Responsibilities

• Contact warm leads by phone and email to book meetings with potential clients
• Take detailed notes during internal meetings related to client acquisition
• Enter and update data in proprietary tools such as:
• TARR (The Annual Referral Rate) – tracking client referrals
• TRF (The Relationship File) – maintaining personal relationship details
• Maintain accurate documentation and ensure timely follow-up on key action items
• Keep client acquisition reports updated and organized
• Support the CEO in managing progress related to prospect engagement
• Track and report status of meeting activity and next steps for follow-up

Ideal Candidate

• Holds an Associate’s degree or higher
• Has a degree in Mass Communication or is actively pursuing one
• Comfortable speaking with people in person or over the phone and writing professional emails
• Highly organized, accurate with data, and attentive to detail
• Able to manage multiple moving parts without losing track of follow-ups
• Proactive and self-motivated—able to take initiative and stay on task with minimal supervision
• Familiar with or quick to learn CRMs, spreadsheets, and digital documentation tools
• Maintains professionalism and discretion, especially with confidential client information
• Status: W-2 Employee
• Hours: 10–15 hours per week
• Location: Hybrid – must be available to work on-site regularly in Towson, MD
• Compensation: Based on experience

A small, high-performing boutique wealth management firm in Towson, MD is seeking a proactive and detail-oriented Project Support Specialist to support its client acquisition efforts. This is a part-time hybrid W-2 employee position, requiring regular in-office work, approximately 10 to 15 hours per week.

This role is ideal for someone who thrives in a supportive, behind-the-scenes capacity—booking meetings, taking notes, updating records, and helping the CEO stay on track with new client relationships.

Key Responsibilities

• Contact warm leads by phone and email to book meetings with potential clients

• Take detailed notes during internal meetings related to client acquisition

• Enter and update data in proprietary tools such as:

• TARR (The Annual Referral Rate) – tracking client referrals

• TRF (The Relationship File) – maintaining personal relationship details

• Maintain accurate documentation and ensure timely follow-up on key action items

• Keep client acquisition reports updated and organized

• Support the CEO in managing progress related to prospect engagement

• Track and report status of meeting activity and next steps for follow-up

Ideal Candidate

• Holds an Associate’s degree or higher

• Has a degree in Mass Communication or is actively pursuing one

• Comfortable speaking with people in person or over the phone and writing professional emails

• Highly organized, accurate with data, and attentive to detail

• Able to manage multiple moving parts without losing track of follow-ups

• Proactive and self-motivated—able to take initiative and stay on task with minimal supervision

• Familiar with or quick to learn CRMs, spreadsheets, and digital documentation tools

• Maintains professionalism and discretion, especially with confidential client information

Position Details

• Status: W-2 Employee

• Hours: 10–15 hours per week

• Location: Hybrid – must be available to work on-site regularly in Towson, MD

• Compensation: Based on experience

Please respond to the following questions in your application:

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Part-time

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