Job Description

We're assisting our local employer seeking to fill the Client Relations/Marketing Associate role:

Job Summary:

The Client Relations/Marketing Associate will interface with individuals throughout the firm to ensure effective day-to-day operations and communication. They will provide comprehensive support to the team in the areas of client service, marketing, and general office administration reporting to the Client Relations Manager. The ideal candidate will be detail-oriented, organized, and adept at multitasking to meet the demands of a fast-paced environment within the financial sector.

Key Responsibilities:

• Assist in compiling data, generating reports, and preparing documents for client meetings.
• Serve as a point of contact for internal and external communications, ensuring professionalism and confidentiality.
• Provide general administrative support as assigned, including answering phone calls, managing emails, scheduling meetings, and preparing correspondence.
• Completing changes/updates in materials using Microsoft PowerPoint, Word, and Excel including preparing monthly and quarterly client reporting.
• Support team projects and events, including coordinating logistics, tracking progress, and handling materials.
• Collaborate with team members to streamline administrative processes and enhance operational efficiency.
• Maintain and organize filing systems and office records, both digital and paper-based.
• Confirm all necessary materials for meetings, i.e., brochures, background information, maps, correspondence, etc.

Qualifications:

A highly organized, detail-oriented individual with a positive, “can do” attitude and experience collaborating with a team to create a smooth workflow and meet deadlines. The individual in this position should have experience in managing multiple concurrent tasks, the ability to anticipate needs, and exhibit good judgement in problem solving. An individual should have intermediate to advanced computer skills with experience in Microsoft Word, PowerPoint, and Excel. They should have excellent oral, written, and interpersonal communication skills. Previous work experience in a financial services firm is helpful but not mandatory.

Education:

Associate or bachelor’s degree or equivalent work experience in Business Administration, Finance, Communication, or a related field preferred but not required

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