Administrative & Marketing Specialist - CPA Wealth Advisory Firm

Job Description

Job Description

Are you the kind of person who takes pride in being the go-to organizer, multitasker, and all-around office rockstar? Do you thrive in a polished, professional environment where excellence, client care, and teamwork are the gold standard?
If so, we want

you

to join our warm and welcoming team as an

Administrative & Marketing Assistant

at our trusted CPA Wealth Advisory Firm! Here, we combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.
Why You’ll Love This Role
✨ This isn’t just a desk job—it’s a

mission-critical

role where you’ll wear many hats and truly make an impact every single day. Whether you’re welcoming clients with a smile, making sure our advisors have everything they need for a big meeting, or keeping our back office running like a well-oiled machine, your work will help shape our clients’ experience—and our firm’s continued success.
Your Day-to-Day Will Include:
✨

Marketing
Develop and implement annual marketing plan
Maintain Social Media Presence
Maintain Firm Website
✨

Cashiering & Billing Wizardry
Process recurring billings
Prepare and send invoices
Handle client payments
Process accounts payable
️ ✨

Document & Workflow Guru
Process incoming documents
Ensure accuracy of client data
Handle electronic filings
Data verification and proofreading
✨

Client Communications
Ensure client communications are pertinent, timely and accurate

✨

What Makes You a Great Fit
You’re upbeat, professional, and unflappable
You love checklists, color-coded calendars, and post-it notes
You know your way around an office (and a CRM)
You’re a confident communicator, on the phone and in writing
You take ownership, solve problems, and go the extra mile
☕

Perks & Benefits
Competitive pay with performance-based bonuses
Health insurance
Flexible 9/80 schedule from May to December
Retirement plan options
Paid holidays and generous PTO
Team lunches, learning opportunities, and occasional chocolate-fueled celebrations
A beautiful office with a team that feels like family
Ready to bring your talents to a firm where your contributions truly matter?

Company Description A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.

Company Description

A trusted CPA Wealth Advisory Firm! We combine the sophistication of a financial institution with the heart of a locally-owned business, serving high-net-worth clients with care, precision, and a personal touch.