Administrative and Marketing Specialist

Job Description

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

• Serve as the first point of contact at Lee’s Summit office, welcoming clients, vendors, and partners with professionalism.
• Answer and direct incoming calls promptly and courteously.
• Coordinate multiple calendars and schedule meetings for Wealth Advisors.
• Prepare, distribute, and document correspondence.
• Curate and mail reports.
• Oversee accounts receivable / payable, receipts, and invoices; maintain accurate operational Company records in coordination with third-party vendors.
• Maintain office equipment in coordination with suppliers.
• Manage communication and perform due diligence on Company vendors.
• Maintain client relationship management (CRM), performance reporting, and financial planning systems, ensuring accuracy across integrated technology systems.
• Provide comprehensive support to the Wealth Advisors and operations team, including CRM updates, reporting, and client follow-up.
• Collaborate with leadership to identify opportunities for process improvement and workflow efficiency across marketing and operations.
• Identify opportunities to enhance efficiency, streamline workflows, and optimize vendor and technology integrations.
• Perform general office duties (copying, scanning, filing, archiving).

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.

For more information, please visit : www.StrongBoxWealth.com.