Office Manager and Marketing Assistant

Company: Evergreen Gavekal
Location: Bellevue
Posted on: May 11, 2022

Job Description:

Our Company:
We are a rapidly growing regional wealth manager with offices in Bellevue, Portland, San Francisco, and Napa with $4 billion in Assets Under Management. Our culture fosters creative thinking, an entrepreneurial mindset, and a willingness to wear more than one hat. The company believes in giving people the freedom to work creatively and with self-driven accountability. We believe that people's opportunities and successes can be earned through innovative thinking and sound execution, not by years of experience climbing the corporate ladder. Our firm leadership is young relative to other companies in our industry, which we see as a significant strength in terms of culture and growth outlook.

Responsibilities
Among other duties responsibilities will include:
Greet and interact with prospective and existing high net worth clients.
Assist in planning and coordinating company events (both client and employee-focused).
Prepare relevant documents and presentations for current and prospective client meetings.
Facilitate and prioritize day-to-day activities.
Work closely with the management team and handle on-demand tasks based on time-sensitive deadlines
Assist in the preparation and creation of client presentations, proposals and marketing packets.
Support in production of the firm newsletter.
Arrange meetings (internal team and external clients/prospects and affiliates) and coordinate conference room logistics.
Maintain files and other administrative tasks.
Answer and screen phone calls.
Order and maintain office supplies and equipment.
Manage email-based web campaigns in concert with social media and digital assets
Design and produce marketing communications and collateral such as infographics, brochures, presentations, proposals, business cards, event invitations, logos, packaging and other requested deliverables.
Ability to create high resolution and vector illustrations
Reviews proofs and perform press checks.

Qualifications
Outgoing and confident personality a must.
Adaptive and flexible.
Ability to operate independently with a strong sense of self-ownership as well as in a team-orientated environment.
Natural interpersonal skills and an upbeat attitude.
Excellent verbal, listening and written communication skills.
Innate ability to work autonomously.
MS Office Suite experience.
Highly organized and process-oriented.
Ability to effectively multitask and juggle shifting priorities in a periodically deadline-driven and high-pressure environment.
Strong aptitude for learning software tools/applications.
Skilled in both web design and graphic design.
Mid-level designer with experience in the Adobe Suite (Illustrator, InDesign, Photoshop).
Financial industry knowledge is a plus.
Strong creative skills in layout, typography, shape and color work.
Expertise in current internet standards, including web browsers, browsers specifications and mobile.
Pardot experience a plus.
Experience managing a blog (preferably through WordPress).
Familiarity with Google Analytics and other SEO strategies a plus.

Education and Experience
4-year college degree preferred.
1-3 years' experience in related field preferred.

Benefits
- - - - - - -Medical, dental and vision coverage
- - - - - - -401k match
- - - - - - -15 days paid time off plus all stock market holidays

This is an in-office position. Applicant must be able to work out of our Bellevue, WA office.

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