Job Description

WHO WE ARE

At WillowTrust Wealth Management, our passion is helping our clients achieve financial well-being. We believe in working as a team and applying our collective expertise so that our clients don't spend their retirements worrying about money. We are looking for an experienced, top-notch individual with administrative and office skills who can be the right hand of our founder. If you're intelligent, driven, and have an incredible work ethic and attitude, we offer a friendly, dynamic team environment.

WHAT YOU WILL BE DOING

You will provide a blend of Administrative Assistant, Office support, marketing support, and personal assistant to our founder and advisory team. Our founder is a natural marketer: extremely detail oriented, organized, committed to excellence and focused on building a great work culture in our office. To succeed in this position, you will need to apply good judgment, critical thinking and problem-solving skills in order to juggle multiple schedules, projects and priorities while paying attention to details.

In addition, your regular responsibilities will include the following and more: ensuring office administration runs smoothly by providing exceptional administrative support to our founder; handling all office-administrative tasks; coordinating with outside vendors and consultants; coordinating schedules and plans for meetings, conferences and travel; and supporting client service and operations as needed.

You will also communicate with potential clients regarding firm services; assist in developing and implementing strategic and tactical marketing plans; manage the prospecting process from initiation to close; and coordinate speaking engagements, presentations and client events.

WHAT MAKES YOU QUALIFIED?

3+ years' experience in administrative or executive assistance or office management Experience in financial services -- preferred but not required for this to come from a broker/dealer or registered-investment-adviser environment Experience supporting marketing plans, including event planning, and detailed follow up Ability to work independently and as part of a team Ability to manage many moving parts, meet aggressive deadlines and juggle multiple priorities Tech savvy and proficiency with Windows, Word and Excel
Strong organizational, communication and interpersonal skills

Ability to work effectively in a fast-paced and deadline-oriented environment

Dedication to exceeding quality standards and delivering services of the highest caliber

WHAT DO WE OFFER?

Great people deserve top benefits. We offer a complete package designed to support our employees. As a start, benefits include a medical allowance, 401(k) match and both paid and volunteer time off.

INTERESTED IN APPLYING?

Submit a PDF of your resume and cover letter through ideed. All other attempts to reach our office will not be considered.

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

401(k) 401(k) matching Employee discount Health insurance Life insurance Paid time off Professional development assistance
Application Question(s):

Are you available to work up to at least 4 evenings per quarter (with notice) for client events? What is your superpower? What is the name of our firm? Why are you leaving your last role?
Education:

Associate (Preferred)
Experience:

Microsoft: 3 years (Required) Microsoft Powerpoint: 2 years (Preferred) Administrative: 3 years (Required)
Work Location: In person