Marketing Associate - Remote Administrative Role

About the Role

We are collaborating with a reputable and expanding wealth management and financial services firm seeking a Marketing Associate to join their team remotely. The role involves providing strong administrative support to advisors, streamlining operational workflows, and ensuring clients receive excellent service in a collaborative, professional setting.

Key Responsibilities

• Manage the firm's CRM system (Zoho), ensuring client data is accurate and up to date.
• Oversee CRM workflows, automation setups, and maintain data integrity.
• Discover opportunities within the CRM to enhance client engagement and support business development.
• Create and sustain monthly prospecting and activity performance reports.
• Document client meetings thoroughly and maintain complete client records.
• Perform accurate data entry while adhering to compliance standards.
• Collect and organize necessary documentation supporting client accounts and regulatory requirements.
• Prepare current policy illustrations and facilitate client reviews.
• Handle policy updates such as beneficiary changes, ownership transfers, and other servicing requests efficiently.
• Maintain precise records and ensure timely fulfillment of client requests.
• Manage advisors' calendars, proactively coordinating client appointments and preparing materials ahead of meetings.
• Evaluate and improve existing operational processes.
• Contribute to designing new workflows that boost efficiency and elevate client satisfaction.
• Support ongoing practice enhancements through continuous improvement initiatives.

Desired Qualifications and Skills

• Two to five years of experience in administrative or operational roles, preferably within financial services.
• Strong analytical abilities, organization skills, and problem-solving aptitude.
• Excellent communication skills, both spoken and written.
• Meticulous attention to detail with an ability to juggle multiple priorities.
• Post-secondary education such as a bachelor’s degree or college diploma is preferred.
• LLQP designation or progress towards it is an advantage.
• Familiarity with CRM tools and cloud-based technology platforms.
• Experience supporting financial advisors, insurance professionals, or wealth management personnel is highly regarded.

Personal Attributes

• A proactive mindset focused on exceptional client service.
• Strong time management and organizational capabilities.
• A passion for process optimization and outstanding service delivery.
• Ability to work independently and collaboratively within a team environment.