Administrative Assistant Part Time

Company: Arabella Wealth Advisors
Location: Syracuse
Posted on: May 16, 2022

Job Description:

Job Description Full Job Description Job Summary Our award winning, independent investment advisory & insurance firm with 20 years of knowledge and experience is seeking a Part Time Administrative and Marketing Associate. Part Time Administrative And Marketing Associate Responsibilities: Providing support to the Adviser by gathering client data, investments and on-going service processes Perform general office duties including vendor management, calling/emailing existing clients and prospects for appointments Collecting and preparing initial financial data for financial planning meetings Preparing investment and insurance reports Support the creation, revision and amendment of client data management and analysis Providing primary support for insurance, investment, and advisory group clients Part Time Administrative And Marketing Associate Requirements: CRM, digital marketing, website, excel, word, client outreach campaign management Bank, investment, trust, or insurance experience preferrred Background check and finger printing required Job Type: Part-time Pay: $12.00 - $21.00 per hour Benefits: 401(k) Flexible schedule Schedule: Monday to Friday Supplemental Pay: Bonus pay Ability to commute/relocate: Syracuse, NY 13202: Reliably commute or planning to relocate before starting work (Preferred) Experience: Marketing: 1 year (Preferred) Marketing & Advertising Occupations: 1 year (Preferred) Company Description What we do While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decision. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services: Individual and business financial planning Investment management and analysis Individual, group, life, disability and LTC insurance IRA, 401 (k), 403 (b), SEP, Simple Defined benefit & profit sharing pension plans Stock option analysis Retirement income strategies Estate conservation

Keywords: Arabella Wealth Advisors, Syracuse , Administrative Assistant Part Time, Administration, Clerical , Syracuse, New York