Location: On sight N. Stamford, CT

Company: A boutique wealth management boutique serving a high-net-worth clientele led by the founder, who is a money manager, lawyer, author and columnist

Benefits/Perks

Temporary Position Leading to Full Time for the Right Candidate

Competitive Compensation (depending on experience)

Great Work Environment

Career Advancement Opportunities

Job Summary

We are seeking a Public Relations & Marketing Assistant to assist with growing the brand and working on maintaining an excellent public face and voice for the company. The goal is for you to develop relationship management skills that you can use with key centers of influence and prospective clients.

Responsibilities

Answer emails and phone calls, answer questions, and direct larger inquiries to the appropriate personnel

Assist other staff with media outreach

Assist with community outreach and engagement across multiple platforms

Create, edit, and publish content on various social media platforms, as needed

Maintain calendars appropriately, including an editorial calendar, event calendar, and more

Participate in meetings and strategy sessions within the department

Qualifications

Series 65 or Series 7

Excellent communication and interpersonal skills

Excellent proofreading and copy editing skills

Attention to detail

Familiarity with Microsoft Office suite, Outlook, and social media publishing platforms

Knowledge of Public Relations best practices

Passionate about wealth management and financial planning

Curious and interested in learning and contributing

Compensation depends on experience; preference for candidates with financial services experience