Ross Wealth Advisors, LLC.
Part-Time Marketing & Client Service Coordinator
Ross Wealth Advisors, LLC., Columbus, Ohio, United States, 43224
Direct message the job poster from Ross Wealth Advisors, LLC.
Vice President at Ross Wealth Advisors, LLC. Ross Wealth Advisors is seeking a motivated
Part-Time Marketing & Client Service Coordinator
to support our growing team. In this role, you’ll own the sales and client services process, tracking advisor meetings, ensuring follow-up actions are completed, and preparing weekly reporting on prospective clients for our Monday meetings.
You’ll assist with
marketing campaigns, educational events , and
outreach to potential leads
to schedule visits. This position is ideal for someone who’s detail-oriented, proactive, and comfortable working independently within a
highly accountable, service-driven small office environment
where excellence and client care come first.
Skills & Qualifications:
Previous financial service or financial planning backgroud
Proficient in Microsoft Office and comfortable with ChatGPT
Salesforce experience preferred
Strong communication, organization, and follow-up skills
A genuine love for people
Apply: Send your resume and a brief cover letter to
joni@rosswealthadvisors.com
along with your LinkedIn address
Seniority level
Entry level
Employment type
Part-time
Job function
Management and Manufacturing
Referrals increase your chances of interviewing at Ross Wealth Advisors, LLC. by 2x
Get notified about new Part Coordinator jobs in
Columbus, OH .
#J-18808-Ljbffr
Vice President at Ross Wealth Advisors, LLC. Ross Wealth Advisors is seeking a motivated
Part-Time Marketing & Client Service Coordinator
to support our growing team. In this role, you’ll own the sales and client services process, tracking advisor meetings, ensuring follow-up actions are completed, and preparing weekly reporting on prospective clients for our Monday meetings.
You’ll assist with
marketing campaigns, educational events , and
outreach to potential leads
to schedule visits. This position is ideal for someone who’s detail-oriented, proactive, and comfortable working independently within a
highly accountable, service-driven small office environment
where excellence and client care come first.
Skills & Qualifications:
Previous financial service or financial planning backgroud
Proficient in Microsoft Office and comfortable with ChatGPT
Salesforce experience preferred
Strong communication, organization, and follow-up skills
A genuine love for people
Apply: Send your resume and a brief cover letter to
joni@rosswealthadvisors.com
along with your LinkedIn address
Seniority level
Entry level
Employment type
Part-time
Job function
Management and Manufacturing
Referrals increase your chances of interviewing at Ross Wealth Advisors, LLC. by 2x
Get notified about new Part Coordinator jobs in
Columbus, OH .
#J-18808-Ljbffr