Administrative & Marketing Specialist - CPA Wealth Advisory Firm

Job DescriptionJob 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?

Have you got what it takes to succeed The following information should be read carefully by all candidates.
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 DescriptionA 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 DescriptionA trusted CPA Wealth Advisory Firm! xsgimln 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.