Office Manager and Marketing Assistant
Company: Evergreen Gavekal
Posted on: May 11, 2022
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.
Among other duties responsibilities will include:
Greet and interact with prospective and existing high net worth
Assist in planning and coordinating company events (both client and
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
Design and produce marketing communications and collateral such as
infographics, brochures, presentations, proposals, business cards,
event invitations, logos, packaging and other requested
Ability to create high resolution and vector illustrations
Reviews proofs and perform press checks.
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,
Financial industry knowledge is a plus.
Strong creative skills in layout, typography, shape and color
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
Education and Experience
4-year college degree preferred.
1-3 years' experience in related field preferred.
- - - - - - -Medical, dental and vision coverage
- - - - - - -401k match
- - - - - - -15 days paid time off plus all stock market
This is an in-office position. Applicant must be able to work out
of our Bellevue, WA office.
Keywords: Evergreen Gavekal, Bellevue , Office Manager and Marketing Assistant, Advertising , Bellevue, Washington
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