Client Administration Associate

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• • Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team.
  • Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
  • Teamwork. We subordinate our egos to work together for the benefit of our clients.

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

This position will support a group of Business Development Advisors across the firm in Event Planning and Marketing support to facilitate the growth of the business. This position will help the Business Development Advisors focus more efficiently on business development and strategic oversight. The Client Administration Associate tasks include:

• Managing event planning for business development across many different locations in Florida and other states
• Work in conjunction with the Marketing Department and Compliance to ensure presentation and/or correspondence is prepared
• Pulling reports from Salesforce to support Business Development Advisors in understanding business inflows/outflows and maintaining prospect pipeline
• Food ordering or gift coordination
• Back up and work alongside our Administrative Assistant as needed

Responsibilities

• Marketing liaison/coordination and event planning
  • Planning small scale and larger events, including:
    • Client Appreciation Events (all clients)
    • Prospect/Client Presentations (Schwab or Fidelity)
    • Prospect/Client Happy Hours or dinners (Schwab or Fidelity)
    • Breakfast or lunch orders for Schwab branch visits
    • Internal events & holiday party
    • Community outreach/volunteering
  • Booking vendors as needed
    • Caterers
    • Photography
    • Entertainment
    • Tables
    • Linens
    • Decorations
    • Day of Coordinators
  • Works with Marketing or Tech for the following:
    • Presentation Material creation and editing
    • Pulling Guest Lists for events
    • Save the Dates, Invitations, and RSVPs through Pardot
  • Creates content/materials as needed and works with Compliance on approval
  • Sequoia Brochure preparation/binding
  • Ordering of:
    • Business Cards
    • Letterhead
    • Client gifts
    • Branded Merchandise
      • Yetis
      • Tablecloths
      • Nametags
      • Phone Charging Stations
      • Golf Balls
      • Covers for Binding
  • Meet with Business Development Advisors to review current activities by pulling Salesforce on business pipeline and AUM inflows/outflows
  • Work alongside our Administrative Assistant to provide back-up as needed. Duties can include:
    • Answering phones
    • LinkedIn Postings
    • Mail management/check processing
    • Facilities management
    • Supply ordering
    • Data Entry into Salesforce
    • Greeting Clients

Required Skills/Experience

• Minimum of 2 years work experience in event planning/coordination or similar role
• Ability to be flexible and iterate based on needs of the firm

Preferred Skills/Experience

• PowerPoint, Outlook, Word, Excel
• Experience with Salesforce preferred
• Corporate event planning preferred
• Wealth management industry experience a plus

Competencies

• Strong attention to detail
• Great organizational skills
• Good follow up practices
• Professionalism
• Ability to prioritize effectively