TalentWealth Recruiting, a boutique financial services recruiting firm, is excited to offer a great opportunity. An independent financial advisory practice is currently seeking a dedicated Administrative Coordinator to join their growing team. This is an in-office position located in Raleigh, NC, with the potential for occasional remote work days.
Marketing Coordination - Plan and coordinate engaging marketing events.
- Coordinate vendor contributions to enhance marketing activities.
- Assist in generating innovative ideas for client events.
- Create invitations and submit them for Compliance approval.
- Manage the Christmas cookie list and place orders accordingly.
Video Coordination (Blind Spots) - Collaborate with Blind Spots to schedule visits for video recordings.
- Weekly addition and removal of client email addresses.
- Submit all videos and newsletters for Compliance approval.
- Act as the primary contact for communication with the marketing firm (Blind Spots).
General Administrative Duties - Serve as the primary contact for incoming phone calls.
- Coordinate mutual fund vendor office meetings.
- Handle building maintenance issues (HVAC, exterminator, internet, etc.).
- Assist in scheduling client appointments.
- Contact clients to coordinate year-end Required Minimum Distributions (RMDs).
- Prepare the conference room for client appointments.
- Respond to basic client inquiries.
- Process deposits and manage ACH requests for funds.
- Assist with opening new accounts.
- Address other client service needs as requested.