TalentLink Solutions · 16 hours ago
Financial Advisor Assistant - Wealth Management
Merrillville, IN
Full-time
Onsite
Mid Level
$20/hr - $25/hr
3+ years expTalentLink Solutions is a woman-owned and women-led Financial Planning firm dedicated to providing personalized Retirement Income Planning and Investment Advisory services. They are seeking a highly organized and efficient Assistant to support the advisory team and clients by managing client interactions, marketing efforts, and administrative tasks.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Greet and welcome clients in a friendly and professional manner in person and over the phone
Assist in preparing for client meetings, including compiling necessary documents and information
Handle client inquiries and follow up on outstanding tasks or requests
Ensure a positive client experience by providing excellent service and timely responses
Personalize and send marketing emails and client mailings
Manage and update the firm's website, social media accounts, and other online marketing channels
Organize and participate in client events and webinars
Plan and organize events, including client appreciation events and seminars
Coordinate logistics, invitations, and follow-ups for events
Handle incoming and outgoing phone calls as well as respond to client requests promptly and professionally
Schedule meetings and manage calendars for the advisory team
Generate reports and maintain accurate records of client information
Order supplies and coordinate client gifts to enhance client relationships
Qualification
Required
3+ years' experience in an administrative role
Intermediate to Advanced skills in all Microsoft programs (Word, Excel, PowerPoint, Outlook)
Ability to communicate with clients and business contacts in a courteous and professional manner both verbally and in written format
Strong with technology and aptitude to learn new software programs
Ability to prioritize and handle a variety of changing responsibilities and manage time-sensitive projects with specific attention to detail
Ability to work independently and as part of a team
Detail-oriented and able to manage multiple tasks and deadlines
Preferred
Bachelor's degree in finance, marketing, business, or a related field highly preferred
1+ years' experience in marketing or communications highly preferred
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
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