Administrative Assistant (Part time)

We are seeking a highly professional and proactive Administrative & Marketing Assistant to support the day-to-day operations of our founder, Cherise. This is a client-facing, part-time position ideal for someone who thrives in a dynamic environment and can confidently manage high-touch communications, light prospecting, and marketing coordination

Responsibilities

Administrative & Scheduling Support

• Manage calendars and schedule meetings with clients, prospects, and vendors.
• Send follow-up emails and make light follow-up calls to confirm meetings or check in with warm leads.
• Maintain contact records and update simple CRM entries (training provided).

Marketing & Research

• Conduct research for upcoming conferences and speaking opportunities.
• Coordinate follow-ups and outreach after events or webinars.
• Help manage and schedule social media content (primarily LinkedIn and Facebook).
• Assist with formatting newsletters, outreach messages, and presentations.

Sales & Client Engagement

• Support outreach to new and existing contacts, including warm prospecting.
• Prepare email drafts and conversation prompts for Cherise’s review.
• Represent the Clients professionally through email and phone communication.
• Proactively identify new visibility and client engagement opportunities.

Work Schedule- Monday to Friday 9am - 1pm CST

Requirements

Qualifications

• 2+ years of experience in a professional administrative, marketing, or client-facing role.
• Familiarity with financial services, insurance, retirement planning, or Medicare/long-term care is a strong plus.
• Basic graphic design skills using Canva or similar tools.
• Experience with CRMs such as HubSpot, Zoho, or comparable platforms.
• Familiarity with email marketing tools like Mailchimp, Constant Contact, or similar systems.