Office Manager
A successful and rapidly-growing independent firm in the Guilford, CT area is looking for an office manager to join their team. This individual would run the office and be the point of contact for all clients, advisors, and staff. Job Responsibilities Manage the day-to-day office activities. Handle administrative tasks. Manage the office staff. Act as…
Read MoreMarketing Coordinator
A successful financial services firm is seeking a Marketing Coordinator to join their office in Guilford, CT. This position incudes sales, business development, event facilitation, calendar management, and appointment setting. Responsibilities Prepare for workshops Set up workshops Facilitate workshops, ensuring that they run smoothly Tracking, assessing, and reporting of business metrics related to potential clients…
Read MoreNew Business Specialist
A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in either Denver, CO or Guilford, CT. The New Business Specialist will perform the role for both locations but work at one in person and at the other remotely. This individual will be part of the operations…
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