What are the responsibilities and job description for the Administrative and Marketing Assistant position at Fireside Financial Partners?
Company Description
Fireside Financial Partners focuses on personalized approaches to financial well-being. The firm prioritizes its fiduciary duty to create comprehensive, customized financial strategies that go beyond traditional brokerage services. Known for its relaxed, welcoming atmosphere, the firm values building lasting relationships and treating clients like family. Partnering with Good Life Advisors, LLC and LPL Financial, Fireside Financial Partners provides trusted investment advice tailored to the unique needs of clients in Michigan.
Role Description
This is a part-time, on-site role located in Plainwell, MI. As an Administrative and Marketing Assistant, you will provide support across administrative and marketing functions. Daily tasks include scheduling appointments, coordinating client interactions, conducting market research, assisting with sales initiatives, and supporting the development of marketing materials. This role is key in ensuring exceptional customer service, streamlining operations, and fostering client relationships.
Qualifications
- Strong Communication and Customer Service skills to interact effectively with clients and team members.
- Ability to design and coordinate campaign support and promotional strategies.
- Exceptional organizational skills and detail orientation for administrative tasks and data management.
- Proficiency in Microsoft Office Suite and CRM systems is preferred.
- Ability to work independently and collaboratively in an office environment.
- Prior experience in financial services or a similar professional setting is advantageous.