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.