A boutique wealth management practice is seeking a detailed-oriented Client Relations \& Marketing Assistant for a permanent, long-term part-time position. This administrative role focuses on email marketing, serving client requests, and service provider coordination.
Core Responsibilities
- Digital Marketing \& Client Engagement
- Build, format, and deploy marketing communications through email broadcast software.
- Manage contact lists, lead capture pipelines, and audience tags within CRM platforms.
- Format and standardize client presentation materials and external updates.
- Client Operations
- Prepare financial applications and client agreements for electronic signature with high precision.
- Input and maintain detailed records within specialized financial planning platforms and CRM databases.
- Coordinate routine administrative workflows with service providers and custodians.
Qualifications \& Requirements
- Professional Experience: 3+ years in a high-accuracy administrative or operational role. Background in Financial Services, Wealth Management, Banking, or Legal fields is strongly preferred.
- Technical Stack:
- Proficiency with Mailchimp (email campaign deployment, list management).
- Hands-on experience with HubSpot or comparable enterprise CRM platforms.
- Fluency with Google Workspace (Docs, Sheets, Slides, Drive).
- Schedule \& Availability: Consistent availability during PST morning hours (8:00 AM -- 12:00 PM PST) for timely task completion and communication.
- Education: Associate Degree required (Bachelor's preferred), or equivalent career experience in professional office operations.
Position Details \& Working Conditions
- Status: Permanent Part-Time
- Weekly Hours: 10--16 hours per week to start (Flexible daily structure within PST morning window)
- Location: 100% Remote (US-based applicants with valid work authorization only)
- Hourly Rate: $25.00 -- $30.00 / hour (Commensurate with experience)
Application Instructions
To be considered for this position, please submit a single combined PDF containing your Resume and Cover Letter.
Your cover letter must include the reference phrase "VWM" in the opening line and briefly highlight your hands-on experience managing CRM databases or client paperwork in a professional environment.
Pay: $25.00 - $30.00 per hour
Expected hours: 10.0 -- 16.0 per week
Benefits:
- Flexible schedule
Application Question(s):
-
We are looking for a long-term, permanent Client Relations Assistant who wants a steady part-time position (10--12 hrs/week). Are you explicitly looking for a permanent part-time role, or is this temporary while you search for full-time employment?
-
Which US time zone are you located in, and can you commit long-term to being consistently available and responsive during the required 8:00 AM -- 12:00 PM PST window?
-
How many years of hands-on experience do you have using Mailchimp and HubSpot (or a similar CRM)? Please state your skill level for each (Beginner, Intermediate, or Advanced).
-
How many total years of administrative experience do you have? Of those, how many years were in a Financial Services firm, Wealth Management practice, or Banking environment?
Education:
- Associate (Required)
Experience:
- adminstrative: 3 years (Required)
- Mailchimp: 1 year (Required)
- Hubspot: 1 year (Required)
Shift availability:
- Day Shift (Required)
Work Location: Remote
