• Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust.
• Schedule and prepare for complex client review meetings, including managing follow-up communications.
• Provide general administrative support to the lead client-facing FA/Partner.

• Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation.
• Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks.

• Elevate the personal client experience and support execution of the firm’s strategic communication plan.
• Lead the planning, coordination, and execution of client engagement events such as lunch-and-learns, webinars, informational sessions, and speaker engagements.
• Coordinate with outside vendors and partners to ensure flawless event delivery.
• Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow-up tracking.
• Manage the company’s professional LinkedIn presence and other social media activity; regularly update the team website.
• Develop and implement internal and external team marketing strategies.

Skills and Experience:

• Minimum of five (5) years of experience in a relevant professional field (financial services, marketing, corporate administration, or similar operations-heavy environments).
• Primarily remote role with approximately one week per quarter of required in-office work in Maine; technology and equipment provided.
• Familiarity with Salesforce preferred.
• Working knowledge of custodial platforms (required).
• Communication
  • o Exceptional written and verbal communication skills for both internal coordination and external client interaction.
  • o Excellent interpersonal skills and a polished, client-centric approach.

• Technical Proficiency
  • o Strong proficiency in Microsoft Office Suite, CRM software (Salesforce), and digital marketing platforms (e.g., LinkedIn).
  • o Proficiency with financial software and tools.
• Execution, Organization & Project Management
  • o Proven ability to work independently, be self-directed, and manage multiple priorities simultaneously.
  • o High attention to detail and strong commitment to timely task execution.
  • o Strong organizational and project management skills to oversee concurrent client and marketing initiatives.
• Demonstrated dedication to maintaining client confidentiality and trust.