Receptionist/Marketing Coordinator Position Available In Jefferson, Louisiana

Receptionist/Marketing Coordinator Besselman Wealth Planners Metairie, LA 70005

• Hybrid work About YOU You’re a friendly, polished professional who enjoys being the first point of contact and making others feel welcome.

You have strong communication skills, a knack for organization, and take pride in keeping things running smoothly behind the scenes. Whether you’re juggling phone calls, designing a client invitation, or coordinating a dinner event, you bring a sense of ownership and attention to detail to everything you do. You’re tech-savvy — comfortable using Microsoft Office, Canva, and digital platforms — and you’re not afraid to jump into a project and figure things out. You thrive in a small, team-oriented environment where your contributions matter and your input is valued. Most importantly, you’re someone who enjoys combining administrative excellence with a creative edge, and you’re ready to help a growing firm elevate its client experience and brand presence. About US Besselman Wealth Planners is a financial planning firm that has proudly served the Greater New Orleans area for over 50 years. Rooted in long-standing relationships and client-centered service, we help individuals and families navigate their financial lives with clarity and confidence. As a small but growing team, we are expanding our capacity to continue delivering the high-touch experience our clients know and trust. Our work environment is personal, professional, and collaborative — where employees are appreciated and given room to grow. We host regular client appreciation events and value community connections. If you’re looking to join a firm where your voice is heard, your work makes an impact, and your days are filled with a variety of meaningful tasks — we’d love to meet you. EEO Statement Besselman Wealth Planners is an Equal Opportunity Employer.

Our policy is clear:

there shall be no discrimination based on age, disability, sex, race, religion or belief, gender reassignment, marriage/civil partnership, pregnancy/maternity, or sexual orientation. We are an inclusive organization and actively promote equality of opportunity for all with the right mix of talent, skills, and potential. We welcome all applications from a wide range of candidates. Selection for roles will be based on individual merit alone.”

Job Description General Purpose:

• This hybrid role combines receptionist and marketing coordination duties.

The position is responsible for providing outstanding customer service, managing administrative tasks, and assisting with marketing efforts such as creating invitations, coordinating client events, and utilizing digital tools for branding initiatives.

Essential Responsibilities:

• Serve as the first point of contact for clients, answering phones, greeting visitors, and providing general administrative support.
• Manage appointment scheduling, correspondence, and office organization.
• Assist with entry-level marketing efforts, including creating invitations, flyers, and digital materials using Canva.
• Coordinate logistics for client dinners, meetings, and company events.
• Maintain and update client contact lists and marketing databases.
• Support social media and email marketing initiatives as needed.
• Handle Microsoft Office tasks such as document creation, spreadsheets, and presentations.
• Performs other duties as assigned.

Knowledge, Skills, & Abilities:

• Strong customer service and communication skills.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Experience using Canva or other basic graphic design tools.
• Ability to organize events and coordinate logistics.
• Detail-oriented with strong organizational skills.
• Ability to multitask and work independently in a small team environment.

Education & Experience:

• High School Diploma required; College Education preferred.
• Previous experience in an administrative, receptionist, or marketing-related role is a plus.

Physical Demands & Work Environment:

• Ability to sit for extended periods and work at a computer.
• Occasional lifting of office supplies or event materials.
• Primarily office-based, with occasional local travel for events.

Job Type:

Full-time Pay:

$15.00 – $20.00 per hour Expected hours: 40 per week

Benefits:

Health insurance Paid time off

Schedule:

8 hour shift Monday to

Friday Work Location:

In person