Overview
Our Firm is seeking a
Marketing Assistant
to provide administrative and organizational support to a team of financial advisors. This full-time role is ideal for someone who is detail-oriented, dependable, and enjoys working in a professional office environment. We will get you certified as a notary and we will have you get fixed licenses once you are on boarded. This is an onsite role in our Troy location, 8:30AM to 4PM M-F. What You’ll Do
Support advisors with scheduling, client follow-ups, and document preparation Maintain client files and update internal systems Assist with office operations such as scanning, filing, and correspondence Help ensure smooth day-to-day operations for the team What We’re Looking For
Strong organizational and communication skills Experience in administrative or office support roles preferred Proficiency with Salesforce, Microsoft Office (Word, Excel, Outlook) A team-oriented, professional attitude Benefits
$42,000-$55,000 IRA Match up to 3% PTO
#J-18808-Ljbffr
Our Firm is seeking a
Marketing Assistant
to provide administrative and organizational support to a team of financial advisors. This full-time role is ideal for someone who is detail-oriented, dependable, and enjoys working in a professional office environment. We will get you certified as a notary and we will have you get fixed licenses once you are on boarded. This is an onsite role in our Troy location, 8:30AM to 4PM M-F. What You’ll Do
Support advisors with scheduling, client follow-ups, and document preparation Maintain client files and update internal systems Assist with office operations such as scanning, filing, and correspondence Help ensure smooth day-to-day operations for the team What We’re Looking For
Strong organizational and communication skills Experience in administrative or office support roles preferred Proficiency with Salesforce, Microsoft Office (Word, Excel, Outlook) A team-oriented, professional attitude Benefits
$42,000-$55,000 IRA Match up to 3% PTO
#J-18808-Ljbffr