Administrative and Marketing Assistant - Los Angeles, United States - Erika Puzik & Associates

Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Assist in daily business operations.

The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.

This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence.

This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual, and/or organizing the logistics of a client seminar.

Responsibilities and Time Allocation - Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

Position Functions:
50% Administrative assistance

• Schedule client appointments and prepare agendas/ forms for appointments
• Conduct client appointment reminder calls and checkin calls on follow up items
• Perform other allowable duties as assigned by the financial advisor(s)

30% Client Concierge

• Greet clients upon arrival and extend hospitality to clients
• Answers phones and address client requests
• Set up clients on the Secure Site, enroll in Total View, conduct meetings to educate clients about features of the tool

20% Marketing

• Coordinate and track client special events and make appropriate contact per established client contact model
• Manage the practice's online and local presence
• Manage website and social media

Key Traits of a Successful Administrative Assistant:

• Strong organizational and computer skills
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Polite and clear phone manner
• Ability to multitask
• Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
• Positive attitude and sincere willingness to constantly learn and grow
• At least two years' experience in administrative work

Pay:
$45, $60,000.00 per year


Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday

Experience:

• Administrative: 2 years (required)

Ability to Commute:

• Los Angeles, CA preferred)

Ability to Relocate:

• Los Angeles, CA 90045: Relocate before starting work (required)

Work Location:
Hybrid remote in Los Angeles, CA 90045