Executive Admin - Part Time

At Braun & Associates, we deliver personal wealth solutions as diverse as the clients we serve. We strive to understand our clients' unique goals and visions for themselves, their family, businesses and philanthropies – then create a strategic financial plan to put them on a path to achieve their financial objectives. Send us your resume and cover letter outlining why you think you are a good candidate for this role.

Executive Admin - Integrator

Primary Responsibilities

• Provide admin support – schedule client meetings, acknowledge incoming calls and emails, manage client data base
• Prepare insurance & investment summaries for client meetings
• Complete applications and provide client service (based on licensing)
• Execute marketing plan – manage website, select content and manage social media
• Track sales activity

Qualifications

• Willingness to partner with financial services advisor with over 35 years of serving clients
• Excellent verbal and written communication skills with above average typing speed
• Proficient in Office 365 Suite, CRM Dynamics, LinkedIn/Sales Navigator and Adobe
• Experienced in posting content to social media
• Strong attention to detail and follow through

Ideal candidate can work 20-30 hours per week with a flexible schedule. Opportunity to complete some work remotely.

Send us your resume and cover letter outlining why you think you are a good candidate for this role.