Full-Time Administrative & Marketing Manager

A wealth management and financial planning firm is searching for a dedicated and experienced Administrative Manager to support our President & Financial Advisor.

Primary Responsibilities

• Manage the President's schedule, including coordinating appointments and handling logistical details to ensure efficiency.
• Oversee and maintain our Smart Office CRM, including tracking clients and prospects, updating records, and managing the sales funnel.
• Draft professional correspondence and handle client communication.
• Organize and send holiday and birthday cards, gifts, newsletters, and marketing materials.
• Plan and coordinate client events.
• Partner with team members to maintain smooth office operations, including preparing paperwork and organizing conference rooms for meetings.
• Greet clients and assist with creating a welcoming office environment.
• Arrange travel plans for the President, including flights, accommodations, and ground transportation.

Required Skills & Qualifications

• Proficiency in Microsoft Office, particularly Excel.
• Strong organizational skills with the ability to juggle multiple projects while maintaining attention to detail.
• Deadline-oriented with excellent time management skills.
• Self-starter who takes ownership of tasks, works independently, and collaborates effectively with the team.
• Experience using CRM systems.
• Exceptional communication skills, both written and verbal.
• Ability to maintain strict confidentiality in all matters.
• Quick learner with a proactive approach to problem-solving.
• Detail-focused, ensuring all work is double-checked for accuracy.
• Positive attitude, dependable, and respectful.
• At least 2 years of experience as an administrative manager in a professional service setting (financial services experience preferred).

Join us and play a pivotal role in providing exceptional service to our clients while contributing to our firm's success.

Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.

Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.