Remote Part-Time Client Relations & Marketing Assistant

Vibrance Wealth Management; United States; A distancia; USD 34.000 - 41.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Flexible schedule

Descripción de la vacante

Vibrance Wealth Management is seeking a detail-oriented Client Relations & Marketing Assistant for a permanent part-time, fully remote position in the United States. The role focuses on email marketing, serving client requests, and coordinating with service providers.

This position requires 3+ years in a high-accuracy administrative/operational role within financial services or related fields. Proficiency with Mailchimp, HubSpot, and Google Workspace is essential.

Formación

• 3+ years in a high-accuracy administrative or operational role.
• Background in Financial Services, Wealth Management, Banking, or Legal fields is strongly preferred.
• 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)
• Consistent availability during PST morning hours (8:00 AM — 12:00 PM PST)
• Associate Degree required (Bachelor’s preferred), or equivalent career experience in professional office operations.

Responsabilidades

• 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.
• 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.

Educación

Associate Degree

Bachelor's degree preferred

Herramientas

Mailchimp

HubSpot

Google Workspace

Descripción del empleo

Vibrance Wealth Management is seeking a detail-oriented Client Relations & Marketing Assistant for a permanent part-time, fully remote position in the United States. The role focuses on email marketing, serving client requests, and coordinating with service providers.

This position requires 3+ years in a high-accuracy administrative/operational role within financial services or related fields. Proficiency with Mailchimp, HubSpot, and Google Workspace is essential.