Are you looking to build a career in the wealth management industry? This is an excellent opportunity for someone who enjoys organization, client engagement, and marketing—while also providing a potential pathway to becoming a Financial Analyst or Advisor (if you'd rather just stick to administrative and marketing support - that's OK too!).
Our firm is seeking a detail-oriented and proactive professional to support our business development and marketing efforts. In this role, you will assist with client communications, event coordination, lead management, and administrative support for our team. While an interest in financial advising is a plus, it is not required—this position offers valuable exposure to the industry and opportunities for growth.
If you're process-driven, tech-savvy, and thrive in a dynamic environment where accuracy and professionalism are key, we’d love to hear from you!
salary: $40,000 - $45,000 per year
shift: First
work hours: 8 AM - 5 PM
education: Associate
Responsibilities
- Seminar & Event Coordination
- Manage pre-seminar registration and maintain lead databases.
- Plan and coordinate prospect seminars and events.
- Oversee seminar setup, greet attendees, distribute materials, schedule on-site appointments, and manage event breakdown.
- Conduct post-seminar follow-ups and appointment scheduling.
- Lead Management & Client Engagement
- Track all first-time appointments within the CRM system.
- Send personalized thank-you cards to new clients.
- Manage and update the monthly newsletter.
- Oversee the monthly magazine through Reminder Media, making updates as needed.
- Execute and monitor email marketing campaigns for lead nurturing.
- Client Onboarding & Account Administration
- Facilitate the initiation, processing, and execution of custodial new client paperwork, account administration, maintenance, and transfers.
- Prepare files for prospective client meetings and ensure follow-ups on action items.
- Send new client welcome packets with login instructions and conduct follow-up calls to address any questions.
Skills
Qualifications
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
