Job Postings

Marketing /Operations Assistant (Part-Time)

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Gaithersburg/Virtual, MD
Job Type
Mar 09, 2018
Job ID
Small Wealth Management Group in the WDC area
Company: Wealth Management Group

Position: Marketing/Operations Assistant , must be local to the WDC area

Location:  Company is located in Gaithersburg, MD, but most of work can be done virtually with occasional meetings at the firm’s office.
Job Type: Part-time, on-going 

Hours / Schedule:   15 to 20 hours per week during core business hours.
Rate:  $25/hr 
Job Description:  
  • Support firm with marketing and administrative tasks including:
  • Schedule appointments with existing clients of the firm.  Script to be provided. 
  • Prepare emails.
  • Update CRM systems.
  • Additional administrative duties as assigned. 
  • Bachelor’s degree or equivalent experience preferred.
  • Highly organized.
  • Outstanding customer service skills and enjoy talking with clients on the phone. 
  • Strong written and verbal communication skills and MS Office proficiency.
  • Excellent planning and organizational skills with attention to detail.
  • Experience with CRM systems a plus.
  • Must be organized and a self-starter
  • Ability to interact with staff (at all levels) in a proactive, resourceful, and efficient manner with a high level of professionalism, confidence,  and confidentiality.
  • Must pass background check.