Centerline Wealth Advisors | Marketing Admin Specialist

3 weeks ago

louisville, United States Centerline Wealth Advisors Full time

About the Company

Centerline Wealth Advisors is a leading Independent Advisory firm delivering Wealth Management and Life Planning services to a select group of High Net Worth clients and their families. Recognized for over two decades of success guiding our clients to financial security through meticulous and comprehensive planning, Centerline works alongside clients addressing all aspects of their financial lives. Our unique planning process focuses foremost on client goals over the short, medium, and long term. We are looking for an individual that will align with our mission to deliver a world-class client experience and be a leader in the Registered Independent Advisor (RIA) space. This is an opportunity for personal growth, learning, and real-world financial planning and administrative problem-solving focused on providing the best outcomes for our clients.


About the Role

Title - Marketing and Admin Specialist

Hours - TBD, Approximately 40 hrs/week

Pay - Commensurate with skill and experience


You will be involved in meeting preparation, financial strategy creation, follow-up, and process improvement. You will work alongside advisors and the admin team on projects focused on improving client service and education, advice delivery, and deepening client relationships.


Key Responsibilities:

  • Collaborate with the team to develop and execute strategic initiatives aligned with the company’s goals and vision.
  • Conduct research and analysis to support decision-making processes.
  • Identify tasks and responsibilities that can be delegated away from the CEO.
  • Oversee and coordinate various projects, ensuring timely completion and adherence to quality standards.
  • Foster a collaborative and positive work environment by liaising with various teams and departments.
  • Coordinate cross-functional initiatives to drive organizational success.
  • Coordinate team member reviews.
  • Proactively identify challenges and propose effective solutions to streamline operations and enhance productivity.



Qualifications:

  • Bachelor’s degree.
  • Proven experience in a senior-level administrative or management role, preferably within wealth management or financial services, or similar entrepreneurial experience.
  • Exceptional organizational and multitasking abilities.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Demonstrated ability to work independently and as part of a team.
  • Discretion and confidentiality in handling sensitive information.



How to Apply

Interested candidates are invited to submit their resume and a cover letter detailing their relevant experience and qualifications to andy@centerlinewealth.com.



Equal Opportunity Statement

Centerline Wealth Advisors is an equal opportunity employer. We encourage candidates from diverse backgrounds to apply. Centerline Wealth Advisors is committed to an inclusive workplace and does not discriminate on the basis of race, sex, gender, national origin, religion, sexual orientation, gender identity, marital or familial status, age, ancestry, disability, genetic information, or any other characteristic protected by applicable laws. We are an equal opportunity employer.

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