What are the responsibilities and job description for the Administration and Marketing Specialist position at Tower Trust & Investment Company?
Join Our Team at Tower Trust & Investment Company
Are you an organized, friendly professional who thrives in a client-focused environment? Do you enjoy supporting a team while creating a welcoming first impression? At Tower Trust & Investment Company, we're looking for a proactive and detail-oriented Administration & Marketing Specialist to be the first impression of our company and support many of our most important processes.
In this role, you'll manage front desk operations, provide exceptional service to clients and visitors, and support the administrative and marketing functions that drive our business forward. This is an excellent opportunity for someone who enjoys variety in their workday and wants to be part of a mission-driven team.
Summary of Responsibilities:
- Serve as the first point of contact for visitors and callers — greet guests warmly, manage incoming calls, and handle general inquiries.
- Provide administrative support to the President, Trust Officers, and Portfolio Managers, including scheduling meetings and coordinating communications.
- Manage the onboarding process for new clients — from preparing account opening paperwork to ensuring a smooth, professional experience.
- Assist in assembling materials for Annual Investment Reviews.
- Support the Operations Team with essential back-office tasks: mailing statements, organizing closed accounts, and producing quarterly personal trading authorization letters.
- Contribute to marketing efforts, including:
- Attending and taking notes at monthly marketing meetings
- Helping prepare and distribute quarterly newsletters
- Assisting with client events and logistics
- Supporting direct mail and email campaigns
What We're Looking For:
- A courteous, outgoing demeanor with a passion for providing outstanding service
- Strong written and verbal communication skills
- Highly organized and capable of juggling multiple priorities
- Self-motivated and attentive to detail
- Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Preferred Background:
- High school diploma required; additional administrative or industry certification a plus
- Bachelor's degree or at least 2 years of experience in investment, estate, or banking preferred
Why Tower Trust & Investment Company?
We are proud to be one of the largest trust companies in the region, with $500 million in assets under management. As fiduciaries, we are legally bound to act in the best interests of our clients, and we extend that same level of integrity to how we treat our team.
Whether helping a family plan for retirement, managing an estate, or guiding a nonprofit's investments, our clients trust us to provide expert, personalized service. Behind that promise is a collaborative team that believes in high standards, mutual respect, and shared success.
We offer a supportive workplace where your contributions matter, your ideas are valued, and your growth is encouraged. You'll find purpose in your work — and pride in being part of something meaningful.
Benefits Include:
- Choice of Health and Dental plans
- Long-Term Disability and Life Insurance
- 401(k) with employer match (Traditional and Roth options)
- Professional development support
- A culture that respects work-life balance and celebrates achievement
Tower Trust & Investment Company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Salary : $19 - $21
