Administrative Support

2 weeks ago

Providence, United States Strategic Retirement Partners Full time

Company Description

At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive outcomes for all who participate by (1) providing investment, wealth, and financial planning guidance to individuals, families, and employees within employer-sponsored retirement plans, and (2) providing retirement plan investment selection/monitoring, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 720 corporate and non-profit retirement plans representing the retirement aspirations of tens of thousands of employees. All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including 401(k), 403(b), Defined Benefit Pension, and Executive Benefits (including Non-QUalified Deferred Comp). For a list of states in which we are registered to do business, please visit www.srpretire.com.

Role Description

This is a part-time hybrid role as an Administrative Support & Marketing/CRM Coordinator in the Northeast (RI) office of Strategic Retirement Partners. The role is located on-site in Providence, RI, with some flexibility for remote work. As an Administrative Support & Marketing/CRM Coordinator, you will be responsible for providing administrative assistance and support to the Northeast retirement plan and wealth team, as well as managing and coordinating the marketing and CRM activities. Your day-to-day tasks will include managing and coordinating marketing projects and events, updating and organizing our CRM system (Dynamics & RedTail), updating and organizing our marketing collateral, creating marketing collateral, and assisting with marketing campaigns.

Qualifications

  • Proficiency in marketing software (ex: Canva) and social media (LinkedIn)
  • Experience organizing, populating and maintaining CRM software (e.g., Dynamics & RedTail)
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills
  • Attention to detail and accuracy
  • Proficiency in Microsoft Office Suite, especially Excel & PowerPoint
  • Ability to multitask and prioritize tasks
  • Flexibility and adaptability to changing work environments
  • Ability to work independently and as part of a team

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