Specific Responsibilities Include:
" Create internal and client facing content and communications
" Manage communication schedules, deliverables and deadlines
" Ability to create and/or edit content as needed to support programs and initiatives. Content may include training and other internal reference materials/website pages, as well as client facing materials.
" Establish and cultivate internal relationships to aid in navigating the firm effectively and efficiently when drafting communications. Develop external relationships as needed.
" Be able to work in a fast-paced, growing environment with excellent organizational skills.
" 5+ years related industry experience
" Familiarity with lending and cash management products in the Wealth Management industry
" Excellent written and verbal presentation skills
" Microsoft Office (includes Word, Excel, and PowerPoint) and Adobe PDF proficiency
" Superior organizational and interpersonal skills