Abound Financial

Job description

Are you someone who brings passion into everything you do? Do you love organizing chaos and bringing order? If you thrive in a busy environment where you are the “spoke” that holds all the moving parts together, this opportunity could be your perfect fit.

We are seeking an Executive Assistant (EA) to support our CEO who also has interest in taking on some marketing coordination for the firm.

The Executive Assistant (EA) role is an opportunity to work in a positive environment and to make an impact in the lives of clients. You will be a part of our work family and receive mentorship and direction from a visionary leader (who needs some organization management – that’s where you come in).

Executive Assistant (EA) / Marketing Coordinator – Your Job Duties

• Accountability partner to CEO– preparing daily priority list, time management, keep the (nice) manic on task
• Keep CEO and team on task with projects, and track the business details
• Take notes / type meeting notes from client and prospect interactions for advisor team
• Coordinate with team follow up tasks resulting from client meetings or phone calls
• Schedule client meetings for advisor team, draft written client correspondence for CEO
• Answer phones, receiving and opening daily mail, getting the mail to the correct person
• Navigate, enter data, and run reports in CRM (Redtail)
• Work with third-party marketing firm to post social media content on Facebook & LinkedIn (video, photos, articles, etc.) to help promote the Firm
• Assist with routine compliance tasks (submitting client correspondence, meeting forms, monthly reports)
• Occasional event planning: client appreciation events and webinars. Researching venues, working with vendors, preparing, and managing invitations and guest lists
• Coordinate between our external marketing firm and our team; carry out any tasks that come from those meetings
• Find opportunities to promote the firm within the community through press releases, blog posts, advertisements, etc
• Assist management team in carrying out marketing efforts

A successful Executive Assistant & Marketing Coordinator in this role is emotionally intelligent (meaning, you read the needs of the team and respond accordingly), has a strong attention to detail and can quickly adapt when priorities need to shift.

EA/Marketing Coordinator Qualifications – The Must-Haves (Required)

• Team player. Sometimes we’ll need your help with something outside of your job description.
• You don’t need to have the vision for the future, but you need to love helping to make it reality as a team
• Desire for continued learning and development
• Resourceful when learning new things or solving problems (you try to figure it out before you ask)
• Proficient in MS Office programs (i.e. Excel, Word, PowerPoint, and Outlook)
• Comfortable working with computers, software, and other technology

EA/ Marketing Coordinator Qualifications – The Like-to-Haves (Desired, not Required)

• Prior experience in an Executive Assistant, Administrative Assistant or office support role
• Prior experience in wealth management, financial services, or other professional services industry
• Prior experience in marketing or communications

Compensation and Other Perks
This role is exempt, salaried. Compensation is target plus profit share options.
We offer medical insurance options with employer contribution, sick leave, competitive paid time off, 401(k) with profit sharing and eligibility for annual bonuses.

Job Type: Full-time

Salary: $65,000- $85,000

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Granite Bay, CA 95746: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location