What are the responsibilities and job description for the Marketing Support Lead position at Wealth Navigation Advisors?
Job Description
Position Overview/Summary
The Marketing Support Lead position is a critical role designed to support a wide range within Wealth Navigation Advisors functions and individuals. The general duties of the role include clerical, receptionist and project-based work. The role is also one in which the right candidate will feel comfortable stepping outside the traditional role description and provide support on an as-needed basis for critical firm initiatives, unforeseen firm opportunities and to leverage areas of specific candidate interest or expertise.
Position Responsibilities
> Create and modify documents utilizing Microsoft Office including Word documents, Excel
spreadsheets, PowerPoint presentations and databases
> Type and word-process various documents and electronic information
> Create financial and statistical tools and reports using spreadsheets
> Manage, organize and update relevant data using database applications
> Perform general clerical duties including but not limited to photocopying, faxing, mailing and shipping
> Maintain hard and soft copy filing system
> Support staff in assigned project work
> Assume other duties as required and assigned
> Participate in meetings, conferences and project team activities
> Create Social Media content
> Partner with back office compliance in receiving approval of content
> Client account updates and maintenance
> Preparing and organizing monthly client correspondence report for compliance
> Managing and updating Social media sites
> Creating marketing campaigns to assist in new client acquisition
The language outlined above is informational purposes only and not intended for
the purpose of providing legal, regulatory compliance, tax or investment advice.
You should contact your attorney or other professional service provider to obtain
advice with respect to any particular issue or problem.
Client Support Lead
Required Skills and Experience
> Knowledge of business and management principles involved in administration, resource allocation,
human resources, leadership techniques and coordination of people and resources.
> Clerical -- knowledge of administrative and clerical procedures and systems such as word processing,
managing files and records, stenography and transcription, designing forms, and other office
procedures and terminology
> Exceptional oral and written communication skills
> Excellent follow-up and follow-through capabilities
> Personable, approachable with a positive attitude
> Organized, meticulous, detail-oriented and able to multitask
> Able to interact well with all employees
> Able to exercise good judgment by recognizing urgency and setting priorities
> Professional attitude, demeanor, and appearance
> Able to work independently with good problem solving and time management skills
> High degree of confidentiality and latitude
> Proficient with Windows based software, including MS Word, Excel, PowerPoint
> Knowledge of Redtail CRM system a plus
> Strong understanding of investment business/products/services
> Five or more years of prior financial services industry experience preferred; investment advisory firm,
brokerage firm or mutual fund company a plus
> Knowledge of Microsoft Office and telephone protocol
> Full knowledge and ability to run social media and marketing campaigns
Licenses
> Educational and Professional Designations
> BA/BS Degree from nationally recognized institution required
Company Description