What are the responsibilities and job description for the Executive Administrative Assistant position at Ascendo Resources?
Full-Time Administrative & Marketing Manager
A wealth management and financial planning firm is searching for a dedicated and experienced Administrative Manager to support our President & Financial Advisor.
Primary Responsibilities
- Manage the President's schedule, including coordinating appointments and handling logistical details to ensure efficiency.
- Oversee and maintain our Smart Office CRM, including tracking clients and prospects, updating records, and managing the sales funnel.
- Draft professional correspondence and handle client communication.
- Organize and send holiday and birthday cards, gifts, newsletters, and marketing materials.
- Plan and coordinate client events.
- Partner with team members to maintain smooth office operations, including preparing paperwork and organizing conference rooms for meetings.
- Greet clients and assist with creating a welcoming office environment.
- Arrange travel plans for the President, including flights, accommodations, and ground transportation.
Required Skills & Qualifications
Join us and play a pivotal role in providing exceptional service to our clients while contributing to our firm's success.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.
Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
