Firm Overview
StrongBox Wealth, an independent wealth management firm, is seeking a polished, detail-oriented, and motivated professional to join our team as an Administrative Professional and Marketing Specialist. This in-person role is central to our culture and will thrive in our dynamic, entrepreneurial environment, providing seamless administrative support to our Wealth Advisors, client experience team, and operations staff while leading marketing initiatives that strengthen our brand and client engagement.
We serve a sophisticated clientele who expect the highest level of discretion, responsiveness, and service. The ideal candidate is reliable, highly organized, and thrives in delivering a concierge-level experience through proactive communication, precise execution, and an unwavering commitment to quality.
Role Overview
The Administrative Professional and Marketing Specialist will provide executive-level support to the Managing and Founding Partners of StrongBox Wealth, ensuring they can operate at peak efficiency. This role is integral to the firm’s success, combining refined administrative capabilities with ownership of our Company marketing strategy and execution. The position requires daily face-to-face interaction with clients, colleagues, and external service providers, thus demanding professionalism, discretion, sound judgment, and a meticulous standard of work.
Responsibilities and Activities
Administrative Support
Marketing Support and Brand Development
Competencies
Experience and Requirements
Position Details
StrongBox Wealth is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, disability (unrelated to job duties), veteran status, or any other protected status under applicable law.
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