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Position Title: Executive Assistant/ Marketing Coordinator The Executive Assistant/ Marketing Coordinator plays a vital role in supporting high net worth clients and ensuring smooth operations within the team. This position requires a blend of administrative and marketing skills, focusing on managing calendars, coordinating events, and overseeing social media tasks. The ideal candidate will thrive in a fast-paced environment and possess strong project management abilities to keep initiatives on track. Additionally, the role demands effective communication with clients and team members to foster relationships and enhance productivity. A commitment to the company's core values is essential for success in this position. Salary Range: $55,000 - $65,000 / Year DOE Executive Assistant/ Marketing Coordinator Responsibilities • Provide administrative support to the team, focusing on calendar management and scheduling • Coordinate and plan client events, handling logistics and invitations • Manage social media accounts by adding personalized captions and comments • Track projects to ensure they remain organized and on schedule • Serve as the main contact for clients, addressing inquiries and facilitating communication • Support advisors in their daily tasks to maintain workflow Executive Assistant/ Marketing Coordinator Requirements • Minimum of 2 years of experience as an administrative professional with high net worth clients • Proficient in managing calendars and schedules • Comfortable with Microsoft Office Suite (Word, Excel, Outlook) • Financial services experience is preferred • Bachelor’s degree is preferred • Illinois Life & Health license (or willingness to obtain within 3 months) is preferred Benefits • Medical + Dental and vision insurance • 401(k) plan with non-elective contribution • PTO + sick time included • Benefits eligibility begins immediately upon hire If you are an Executive Assistant/ Marketing Coordinator looking to take the next step in your career, apply now!