Precept Wealth Management is a boutique faith-based financial advisory firm seeking an "A" player to take over the management of the firm's marketing, social media, client appreciation events and support the daily business activities of the firm's financial advisors.

We are searching for a long-term team member who desires an environment that harbors and adheres to our core values of honesty, integrity, reliability and respect. Work schedule is to be discussed and can be established as long as it is consistent.

The primary responsibilities of the Client Relationship Coordinator include:

Elevating each advisor's Brand Awareness through delivering value to capture the attention of the right people
Maintain Client Relationship Management system
Engineering the entire client experience
Coaching advisors on providing uncommon service that turns clients into raving advocates
Submission of marketing materials for compliance approval
Event coordination - Client Appreciation and Prospecting
Maintaining all social media platforms
Monitoring telephone calls & scheduling appointments
Other administrative may be assigned as needed

Audio, video and website editing/advanced a plus.
College Degree a plus
Graphic design/editing a plus
Social Media skills a must.
Friendly personality for an outstanding client experience a must

Administrative Duties:

Scheduling
Acting as a back-up in answering and routing phone calls
Managing social media
Greeting visitors
Scheduling in-house and online trainings

This Company Describes Its Culture as:

Detail-oriented -- quality and precision-focused
Stable -- traditional, stable, strong processes
People-oriented -- supportive and fairness-focused

No phone calls please

Employment Type:

Employee - Full Time

Compensation:

$14-16 per hour