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Marketing Assistant (Remote)

Advisor Business Solutions

Role overview

Qualifications

  • Experience with the Microsoft Suite (Word, Excel, PowerPoint, etc.)
  • Good verbal and written communication skills
  • 1+ year of experience working as part of a marketing team in some capacity
  • Experience using graphic design programs is a plus

Responsibilities

  • Setting up, confirming, and creating agendas for meetings with clients
  • Attending meetings and taking notes that are distributed to attendees
  • Updating client and event information in the companies CRM systems
  • Creating weekly and monthly reports

Key facts

Hard skills

Microsoft Dynamics CRM Software Suite Design Software Email Marketing Mailchimp

Other skills

  • Microsoft Excel
  • Virtual Collaboration
  • Communication
  • Teamwork
  • Detail Oriented

About the company

Advisor Business Solutions logo

Advisor Business Solutions

Management Consulting

Advisor Business Solutions specializes in wealth management consulting services including succession planning, advisor transitions, staff recruitment and practice management for Registered Investment Advisors, independent broker dealers, CPA firms, asset managers, alternative investment and insurance agencies throughout the US. Additionally, we provide digital and traditional marketing, branding and outreach services for local, state and federal government agencies in areas of health and human services, emergency management, workforce development, water management, transportation, training and educational services. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients. For more information, please visit http://advisorbusinesssolutions.com

Company details

Company typeSmall startup
IndustryManagement Consulting
Company size2 - 10

Links

Website LinkedIn See all jobs

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Job description

Our client is looking for a Marketing Assistant in the Los Angeles area to join their team that is detail oriented, has excellent communication skills, and a team-oriented mindset. Our client strives to provide a collaborative environment that prioritizes work life balance, growth, and teamwork.

Job Responsibilities
  • Setting up, confirming, and creating agendas for meetings with clients
  • Attending meetings and taking notes that are distributed to attendees
  • Updating client and event information in the companies CRM systems
  • Creating and maintaining spreadsheets in Microsoft Excel
  • Creating weekly and monthly reports
  • Updating the company website weekly
  • Updating the company's blog and LinkedIn pages weekly
  • Using Mailchimp to send out emails to clients weekly
  • Setting up, coordinating, and attending webinars with the firm partners 
  • Occasionally attend expos, conferences, and other events in the Los Angeles area
  • Administrative support to all departments
  • Other ad hoc duties as assigned

Qualifications
  • Experience with the Microsoft Suite (Word, Excel, PowerPoint, etc.)
  • Experience with CRMs is a plus
  • Experience setting up different virtual platforms for video calls
  • Experience using graphic design programs is a plus
  • Experience with E newsletter marketing with MailChimp is a plus
  • Good verbal and written communication skills
  • 1+ year of experience working as part of a marketing team in some capacity

The Ideal Candidate
The ideal candidate for this position is personable and enjoys working on a team. This position needs someone who is well-spoken, detail oriented, and can accurately capture notes and relevant information into a CRM.





About Us
Advisor Business Solutions provides staffing, strategic marketing, and training services for financial services, government, and corporations nationwide. Our 20+ year industry background offers the expertise and resources to deliver exceptional results and experiences to our clients.




Salary: $18 - $20 per hour

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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