Administrative Assistant
6 days ago
We are seeking a highly professional and proactive Administrative & Marketing Assistant to support the day-to-day operations of our founder, Cherise. This is a client-facing, part-time position ideal for someone who thrives in a dynamic environment and can confidently manage high-touch communications, light prospecting, and marketing coordination
Responsibilities
Administrative & Scheduling Support
- Manage calendars and schedule meetings with clients, prospects, and vendors.
- Send follow-up emails and make light follow-up calls to confirm meetings or check in with warm leads.
- Maintain contact records and update simple CRM entries (training provided).
Marketing & Research
- Conduct research for upcoming conferences and speaking opportunities.
- Coordinate follow-ups and outreach after events or webinars.
- Help manage and schedule social media content (primarily LinkedIn and Facebook).
- Assist with formatting newsletters, outreach messages, and presentations.
Sales & Client Engagement
- Support outreach to new and existing contacts, including warm prospecting.
- Prepare email drafts and conversation prompts for Cherise's review.
- Represent the Clients professionally through email and phone communication.
- Proactively identify new visibility and client engagement opportunities.
Work Schedule- Monday to Friday 9am - 1pm CST
Qualifications
- 2+ years of experience in a professional administrative, marketing, or client-facing role.
- Familiarity with financial services, insurance, retirement planning, or Medicare/long-term care is a strong plus.
- Basic graphic design skills using Canva or similar tools.
- Experience with CRMs such as HubSpot, Zoho, or comparable platforms.
- Familiarity with email marketing tools like Mailchimp, Constant Contact, or similar systems.
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