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The Company:
Simplified Financial is a small-town financial advisor who services individuals and families based in North Carolina. We take pride in being independently woman-owned and operated, focusing on client interactions and personal attention. The company aims to help individuals, couples, and families achieve their financial goals through education and long-lasting relationships. Providing customized financial solutions, Simplified Financial meets clients where they are and helps them build for the future
The Position:
The Client Service & Marketing Associate role is crucial in supporting client administrative tasks and driving growth through branding and digital marketing. This position handles client documentation, with the utmost confidentiality and discretion, ensuring all paperwork is completed professionally and promptly, supporting marketing efforts, and overseeing office administrative tasks.
Responsibilities:
Qualifications:
Salary & Benefits:
Full Time
$66k-85k (estimate)
05/28/2024
06/15/2024
matchstick-staffing.com
Houston, TX
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