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.