Gallery Wealth Management is a financial services team dedicated to helping clients achieve financial success. We provide high quality information about financial products and services. Our office is known to be friendly, enthusiastic, innovative, knowledgeable, focused and dependable.
We are looking for an administrative assistant to join our team.
Duties will include the following;
Client Relationship Management: Initiate, manage and conduct proactive and professional contact with clients through the Contact Management System as well as professionally respond & assist clients who inquire with phone calls and/or e-mail and create a high touch experience.
Marketing: Manage marketing activities – e.g. website, brochures, newsletters, client events, seminars, birthday cards, etc.
Client Meetings: Co-ordinate, prepare and complete client meeting agenda, presentations, concepts, spreadsheets, statements, forms and materials for client meetings and reviews to be held by Advisor(s)
The ideal candidate will:
We offer an employee benefits plan and we pay for any relevant training to develop your skills. You will also enjoy paid, reduced summer hours with us.
Please respond with a cover letter expressing your interest in joining this team. Please include your resume with the letter.
Job Type: Part-time
Part-time hours: 14-21 per week
Salary: $18.00-$20.00 per hour
Work Location: One location
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