Waldron Private Wealth is a boutique private wealth management firm that advises a select group of high net worth individuals, families and family offices. By limiting the number of clients it serves, Waldron can offer greater focus on how to best simplify the complexities of significant wealth, so all clients can achieve what’s important in their lives. Waldron was ranked number 25 wealth advisor in the country by Forbes in 2016, and has been ranked by Barron's among the Top 5 wealth advisors in PA since 2010, and among the top 40 wealth advisors in country since 2007.
For more information about Waldron Private Wealth, please visit their website at Waldronprivatewealth.com
Waldron Private Wealth
Marketing Coordinator
Job Description
Responsibilities:
- Manage full cycle production for all incoming presentations
- Support Wealth Counselors with hard copy or electronic presentations
- Work with Client Service Specialist Department on onboarding, paperwork production and shipping of documents
- Work with compliance team on production of hard copies, website and social media accounts
- Contain quality control on mass mailings, labels and shipments
- Learn and master CRM and event management systems for data input
- Assist Operations or Client Service Specialist Departments where needed
Requirements:
- 2-5 years of experience in marketing, preferably in document production
- Extreme attention to detail in financial, legal and high profile client facing presentation materials
- Process oriented; must have outstanding organization, task management and communication skills
- Expert in MS Office, Adobe Acrobat. Familiarity with Salesforce, Constant Contact and SharePoint
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