Job Description

TalentWealth Recruiting , a boutique financial services recruiting firm is recruiting for an exciting opportunity. An independent financial advisory practice in Raleigh, NC is looking to add an Administrative Assistant to their growing team. This person would assist with planning professional meetings and client events, be the main liaison with an outside marketing firm, and also assist with general office and administrative duties. This position would be 100% in-office with the occasional remote work day.

Marketing Coordination

• Plan & coordinate marketing events
• Coordinate vendor contributions to marketing events
• Help with new ideas for client events
• Create invitations and submit for Compliance approval
• Manage Christmas cookie list and place order

Video Coordination (Blind Spots)

• Work with Blind Spots to arrange visits for video recordings
• Add and remove email addresses for clients weekly
• Submit all videos and newsletters for Compliance approval
• Be the main contact for communication with marketing company (Blind Spots)

General Administrative Duties

• Answer incoming phone calls (primary)
• Coordinate mutual fund vendor office meetings
• Handle building maintenance issues (HVAC, exterminator, internet, etc.)
• Schedule client appointments (assist)
• Contact clients to coordinate year-end RMDs
• Prepare conference room for client appointments
• Answer basic client questions
• Process deposits
• Send ACH requests for funds
• Assist with opening new accounts
• Other client service needs as requested

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