Part Time Branch Office/ Marketing Administrator Position Available In Charleston, South Carolina

Part Time Branch Office/ Marketing Administrator 4.7 4.7 out of 5 stars Charleston, SC 29412 Are you looking to be part of an energetic and innovative team where you’re valued for what you bring to a position through your skills, education and experience? We are a multi-faceted, fee-based investment advisory firm with offices throughout the United States. We are an organization where we believe the first step in successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long-term client satisfaction. Some of the great benefits for part-time employees are:

• 401k matching
• Paid sick time
• Casual Fridays
• Paid NYSE Holidays We are looking for a new member to join our dynamic team!

This role is ideal for individuals looking to grow their career in administration while leveraging their marketing skills in a dynamic environment. The primary function of the Part Time Branch Office/Marketing Administrator is to provide administrative, operational support to our financial advisors by putting the needs of the client first and consistently demonstrating exceptional service. This position performs moderately complex to complex tasks in the areas of administrative support and client service in a paperwork-intensive environment. The Part Time Branch Office/ Marketing Administrator is a liaison between our company, our custodians, the Financial Advisor(s) and clients. The Part Time Branch Office/Marketing Administrator should enjoy the challenge of working in a culture that generates a high level of activity coupled with an atmosphere which provides the opportunity to learn and grow within this profession.

Marketing Essential Functions:

Planning, implementing, and monitoring marketing campaigns. Ordering of marketing materials and collateral. Help organize and coordinate marketing events such as conferences and webinars. Evaluate data and create reports on key metrics to monitor campaign efficiency and analyze trends. Provide administrative and project support for a variety of marketing programs.

Business Office Essential Functions:

Answer phones & greet clients in a friendly, warm manner. Complete & process new client applications, transfer paperwork and service requests with high accuracy. Research and continuously follow up, record, document and communicate with financial professionals and clients. Input documents and keep database/CRM program up to date. Respond to advisor or client inquiries on administrative questions. Reviews and signs material, as authorized. Manage the Advisor’s calendar. Various industry-specific tasks. Ensures confidentiality and controls access to sensitive information, such as client files. Responds to inquiries and requests for information requiring knowledge of departmental and company policies and procedures utilizing the investment services team. Oversees office operations. Schedules and prioritizes workload by setting appropriate deadlines. Maintain positive working relationships with others, both internally and externally. Anticipate, understand and respond to the needs of co-workers, the Supervisor and the clients to meet or exceed their expectations. Follows direction well, work cooperatively and effectively with others to set goals, resolve problems and make decisions to enhance company’s effectiveness; ability to undertake self-directed tasks when necessary; open to learning new skills. Excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule and ability to make clear and timely decisions. Perform work tasks with a high attention to detail, with the ability to consistently ensure accuracy of data and documents. Ability to prioritize projects and manage time. Provide outstanding customer service. Excellent communication – both verbal and written. Good-natured, positive attitude, team player. Self-directed initiative. A desire for continuous learning. Ability to adhere to complex regulatory and compliance requirements. Other duties as assigned by the Supervisor.

Marketing Required Experience or Education:

Degree in marketing, business, or related field preferred. 1+ years of experience in marketing. Strong written and verbal communication skills. Attention to detail. Superior organizational and time management skills. Eager to create and adhere to a process. Knowledge of relevant marketing tools and applications is a plus (Adobe Creative Suites, HubSpot, Microsoft Products, etc.

Business Office Education or Experience:

3+ years of experience in a busy office (serving in the financial services, Broker or RIA preferred). Knowledge of administrative and clerical procedures and systems such as managing files, records and other office procedures. Working knowledge of Microsoft Office Products. High School Diploma or GED accepted Associate or bachelor’s college degree preferred Working knowledge of investment products.

Work Environment & Physical Demands:

Indoor office setting with essential physical requirements, such as climbing, standing, stooping or typing. Possibility of physical effort/lifting up to 20 to 50 pounds. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.

Job Type:

Part-time Pay:

$25.00/ hour

Schedule:

16-24 hours a week Monday to

Friday Work Location:

In person

Job Type:

Part-time Pay:

$25.00 per hour Expected hours: 16 – 24 per week

Benefits:

401(k) 401(k) matching

Schedule:

Day shift Monday to

Friday Work Location:

In person