Executive Assistant & Marketing Coordinator

Welles Consulting is seeking an exceptional Executive Assistant & Marketing Coordinator to work directly with the Founder and President of a growing retirement planning firm specializing in helping California educators, retirees, business owners, and families prepare for a secure retirement. Our previous Executive Assistant spent more than a decade with our company before pursuing a new career opportunity. We are now seeking someone who is looking for a long-term professional home where their contributions will be valued, rewarded, appreciated, and recognized.

This is an opportunity to join and grow with a well-established boutique financial service practice and play a key role in delivering an outstanding client experience while supporting business growth and marketing initiatives. We are a family-owned business built on trust, personal relationships, and exceptional client service, without the bureaucracy often found in large corporations. This position offers a flexible hybrid work model, including the opportunity to work primarily from home. Candidates should reside within reasonable driving distance of Porter Ranch, as the role includes periodic retrieval of mail, client documents, and insurance policies. The role also includes participation with client seminars and educational events throughout the Los Angeles and surrounding areas 2-3 times per month.

The ideal candidate is highly organized, highly motivated, proactive, detail-oriented, tech-savvy, and enjoys helping clients while keeping projects and day to day operations running smoothly. We serve a growing client base, so strong organizational skills, attention to detail, and the ability to manage multiple priorities are essential.

Duties

• Manage calendars, appointments, and scheduling for Founder and President
• Serve as primary point of contact for clients and assist with client communications and follow-ups
• Maintain accurate client records and database
• Build and maintain strong relationships with clients while delivering exceptional customer service
• Assist with planning and execution of retirement seminars and workshops
• Process client applications, coordinate with carriers, and track applications through completion
• Assist with social media, email marketing campaigns, and website updates
• Help develop and execute lead generation initiatives utilizing AI tools, digital marketing, social media, and schedule leads
• Manage special projects and help improve business processes and efficiencies
• Serve as a trusted right-hand partner to the Founder and help oversee day-to-day business operations

Requirements

• 4+ years of Executive Assistant, Office Management, Operations, or similar administrative experience
• Strong written and verbal communication skills
• Proficient with Microsoft Office and Google Workspace
• Experience with social media and digital marketing
• Comfortable learning new technology, AI tools, and software platforms
• CRM/database experience
• Self-starter who can thrive working independently from home
• Professional appearance and demeanor for client-facing events
• Highly organized with exceptional attention to detail
• Excellent references
• As part of your application, please include a brief email (2-3 paragraphs) explaining why you believe you would be an excellent fit for this position and our company

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: Hybrid remote in Porter Ranch, CA 91326