Position Overview:
The Administrative Assistant serves a dual role in both office administration and marketing coordination, supporting the daily operations and strategic initiatives of Prosperwell Financial. This individual plays a key role in client communications, event coordination, marketing execution, and administrative efficiency. The ideal candidate is detail-oriented, proactive, and thrives in a dynamic and fast-paced, client-focused environment.
Key Responsibilities
Office Administration
• Maintain and update an active list of media sources. Sends out press releases and invitations.
• Assist in the creation and distribution of monthly advisor emails to clients, prospects, and Centers of Influence (COIs).
• Prepare PowerPoint presentations and handouts for workshops and events.
• Maintain and update the Activity Reports. Assist with office reports, scanning, etc.
• Confirm client appointments and send welcome letters, thank-you notes, and other correspondence.
• Enter and update contact information in CRM systems and marketing channels.
• Prepare meeting folders and materials for prospects and events.
• Submit all compliance-related materials and maintain organized records in the shared drive.
• Support office cleanliness and organization (e.g., restocking supplies, dishes, towels).
• Coordinate logistics and support for marketing and client events.
• Schedule appointments for leads and prospects, including outreach via phone and email.
Marketing Coordination
• Prepare and distribute the monthly Prosperwell Financial newsletter.
• Manage updates and content changes on the company website.
• Coordinate and organize marketing distributions, including invitations, promotions, and follow-up.
• Manage and organize social media posts, press release, article, and email schedules.
• Utilize LinkedIn Sales Navigator to generate leads and support marketing campaigns aimed at increasing revenue by 5%.
Qualifications
• Minimum of two years of relevant experience in office administration or a related field.
• Strong organizational and multitasking skills.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office Suite (especially PowerPoint and Excel).
• Experience with CRM systems and social media platforms.
• Ability to work independently and collaboratively in a fast-paced environment.
• Prior experience in financial services is a plus.