LPL Financial is a rapidly growing wealth management firm that supports financial advisors and institutions. The role of Administrative and Marketing Assistant involves providing administrative support and assisting in marketing initiatives to enhance client engagement and business growth.
Responsibilities
- Perform administrative, operational, and customer support tasks
- Maintain communication with current clients via mail, email, and phone
- Answer phones and schedule appointments
- Support social media management and content creation
- Assist with website updates and email marketing
- Basic graphic design for marketing materials and social media
- Contribute to marketing campaign ideas and execution
- Assist with planning and coordinating client events
Skills
- Proficiency with social media platforms
- Proficiency in Microsoft Word, Excel, Power Point and Outlook; Client Relationship Management applications
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to multi-task and follow through on projects and tasks
- Strong written and verbal communication skills with the ability to present complex information clearly
- High attention to detail
- Strong organizational skills
- Excellent client service mindset
- Ability to work independently and collaboratively
- Bachelor's in marketing or equivalent previous marketing experience
- Experience in the financial services industry
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- And more
Company Overview
Company H1B Sponsorship
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