Find Your Career Path

Current Opportunities: 

Marketing & Administrative Associate 

We are a fast-growing Wealth Management and Financial Planning firm, strategically building a lean, high-impact team—and we’re searching for the perfect person to grow with us. As a Marketing & Administrative Associate, you’ll take on a blend of administrative duties and assist in developing key marketing initiatives, playing a vital role in keeping operations smooth and helping us move efficiently toward our goals.

This is more than just a job—it’s a chance to be part of something exciting. In a small, agile team like ours, your contributions will truly matter. If you’re highly organized, passionate about delivering excellent service, and energized by the opportunity to wear multiple hats in a fast-paced environment, this could be the perfect fit for you. We’re growing with intention—are you ready to grow with us?

Key Responsibilities: 

  1. Identify and lead social media and prospecting initiatives and campaigns 
  2. Provide personal assistant support to team members, managing schedules and appointments efficiently.
  3. Manage calendars, coordinating and prepping the team for meetings and events while optimizing time management for all participants, and document meeting outcomes
  4. Track and monitor client engagement, time spent, and conduct hourly rate/profitability analyses 
  5. Assist in the implementation of the compliance manual 
  6. CRM maintenance – Perform data entry tasks with accuracy, ensuring all information is up-to-date and accessible.
  7. Initiatives tracking – lead the development of yearly initiatives and track the teams KPI’s & progress throughout the year. Assist with special projects, such as – ordering holiday gifts, external and internal compliance distribution, CRM improvements, developing and improving processes, etc. 
  8. Community engagement & Event Planning – identify and pursue community outreach opportunities

Qualifications:

  1. Proven experience in an administrative role or as an administrative clerk is preferred.
  2. Strong organizational skills with the ability to prioritize tasks accurately and effectively in a fast-paced environment.
  3. Proficiency in Google Workspace, required. tech savvy individual, and familiarity with project management tools, social media, and customer relationship management software, such as WealthBox, preferred. 
  4. Ability to work independently (take on projects from start to finish) and collaboratively as part of a team.
  5. Strong written and verbal communication skills.
  6. Attention to detail and a commitment to maintaining confidentiality in all aspects of work.

If you are looking for an opportunity to contribute your skills in a dynamic environment while supporting a dedicated team, we encourage you to apply for the Marketing & Administrative Associate position.

Please note, as an independent fee-only firm, we do not sell financial products or receive commissions and business development is not required for this role. This role does not involve giving financial advice to clients. 

Think you’re the perfect fit? In your cover letter, give us three compelling reasons why you’re the one we need on our team. Show us how your skills, drive, and passion align with our core values and mission as we grow.  Please email info@shermanwealth.com with your resume and cover letter if interested.