Part Time Marketing/Admin Assistant

• Starting Compensation Range:  Depending on qualifications
• Location: DeLand, Florida
• Type: Part Time

​​PART TIME POSITION – hours are flexible

We’re looking for that special person who understands the front desk role is about creating a welcoming environment for clients, prospects and associates.  We would like someone who manages paper and people with ease, who has top notch Microsoft Office Skills including PowerPoint and who loves organizing projects, rarely letting details slip through.
 
About you:

• You have a warm, charismatic personality
• You love helping people
• You have super organizational ability and follow-through skills
• You are detail oriented and a natural organizer
• You’re comfortable with technology and experienced in Microsoft Office
• You are well spoken and professional in appearance
• You have experience using a data base, contact management or Client Relationship Management program

Responsibilities:

• Answer phones with warmth and professionalism
• Maintain office supplies
• Ensure public areas are client ready
• Manage Blogs
  • Assist with logistics of blog creation
  • Submit new and expired blogs through compliance portal and save to shared drive
  • Add new blogs to website
  • Update existing blogs as needed
• Manage monthly client birthday card distribution
• Test and send out monthly newsletter
• Assist with other client communications as needed
• Update office phone messages
• Assist with annual ADV mailing
• Assist with organizing events
• Ensure new clients and prospects have correct and up to date information in CRM
• Create weekly Staff meeting agenda
• Audit weekly forecasted sales report
• Submit monthly accounts receivable report and deposit spreadsheet to CPA
• Assist with invoicing and daily deposits
• Open and distribute office mail
• Assist with posting to social media pages
• Assist with updating weekly marketing reporting for weekly staff meeting
• Create and update office presentations
• Assist with submitting press releases
• Support other associates as needed

​Requirements:

• 2+ years experience in an office setting
• Proficiency with Microsoft Word, Excel and PowerPoint
• Polished, professional demeanor
• “Can do” approach to work – from big stuff to the little stuff!
• Marketing or Communications background preferred

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 Employer Information
 Since 1990, Fleishel Financial Associates has provided clients Clarity and Confidence for Life℠ with comprehensive wealth management strategies. We offer a professional, creative and constant learning work environment as we assist our clients in simplifying and organizing their overall financial matters and work to achieve their financial goals. Securities offered through Raymond James Financial Services, Inc. (member FINRA/SIPC) Fleishel Financial Associates is not a registered broker/dealer, and is independent of Raymond James Financial
Services. Investment Advisory Services are offered through Fleishel Financial Associates and Raymond James
Financial Services Advisors, Inc.

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