Maintain communication with current clients through on-going mailings, email and phone calls
Preparing documents for client appointments
Responding to client inquiries and requests
Answering phones, scheduling appointments and greeting clients when they enter the practice
Assist with social media outreach and content management
Creation and management of a content calendar across our social channels (Facebook, LinkedIn, YouTube and Instagram)
Manage timely responses to comments on social media platforms, screening for warm/ hot leads and forwarding to Wealth Advisors
Website administration, including maintenance, management, and email campaigns
Basic graphic design to support social media postings, and marketing communications
Brainstorming creative campaign development to help promote the business working with the leadership team to create engaging and accessible content with clients and prospects
Support in amplifying client events for FFG
Content creation for client communications
What are we looking for?
Requirements
2+ years using social media applications
2+ years using Microsoft Word, Excel, and PowerPoint; CRM applications
2+ years multi-tasking and follow through on projects and tasks
2+ years oral and written communication skills and able to explain complex information clearly and simply
Core Competencies:
Detail oriented
S trong organization skills
Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
Work independently as well as function as part of a team
Preferences:
Previous marketing experience
Previous experience in the financial services industry
College degree preferred
#LI-Onsite
Pay Range:
$23.52-$39.17/hour
Benefits
Health insuranceVision insurance401(k)Equity / stock options
Additional Information
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
Join our team as a Marketing and Administrative Assistant, where you'll play a crucial role in supporting our financial advisors and ensuring our clients receive the highest level of service. Your expertise in streamlining processes and enhancing systems will be invaluable as we continue to grow and succeed. This is your opportunity to make a real difference in the financial lives of individuals and families while advancing your own career in a dynamic and supportive environment.
Step into an exciting career opportunity with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill. Founded by the visionary Sarah Carlson, Fulcrum Financial Group is dedicated to providing strategic, comprehensive guidance to help our clients navigate the complexities of their financial lives, prepare for the unexpected, and transition smoothly into retirement. This is your chance to be a pivotal player in the future success of our fast-growing organization!
As part of LPL Financial, the leader in independent financial services, you'll join a team that combines the local expertise of Spokane with the national reach and vast career opportunities of a financial market leader. This role offers you the unique opportunity to support Financial Advisors associated with LPL Financial, operating under our Linsco Employee Model. You'll be part of a dedicated team committed to helping clients at every stage of their financial journey. This is not just a job; it's a platform for you to grow your career and make a meaningful impact on the lives of individuals and families who turn to our Linsco Financial Advisors for trusted financial solutions.
Lplfinancial · Spokane WA - Field Mgmt