Operations Associate

About Us

Secure Money Wealth & Tax is a growing financial services firm headquartered in the King of Prussia, PA area, dedicated exclusively to helping retirees and pre-retirees build reliable income plans for the life they've worked hard to achieve. Our advisors provide personalized, fee-transparent guidance across retirement income strategies, Social Security optimization, and long-term financial security planning.

As we expand our presence and client base, we are looking for a driven, organized, and personable professional to serve as the connective tissue of our office operations and client-facing outreach; someone who takes pride in both the small details and the big picture. We are finalizing our brand new office renovation and this will switch to be a full-time, on-site position closer to the end of the year. For right now, this will be a hybrid role.

Position Overview

The Office & Marketing Coordinator is a hybrid role that blends front-office responsibilities with hands-on marketing support. You will be the first point of contact for clients and prospects, manage day-to-day administrative functions, and help drive our firm’s visibility and client engagement through coordinated marketing efforts.

This role is ideal for a self-starter who thrives in a dynamic, relationship-driven environment and wants to grow with a firm that is making a real difference in this expanding company.

Key Responsibilities

Receptionist & Client Relations

• Serve as the primary point of contact for incoming calls, emails, and client inquiries — projecting warmth, professionalism, and confidence

• Greet and assist clients during in-person appointments (once physical office is established)

• Schedule and confirm client meetings, consultations, and follow-ups on behalf of advisors

• Manage and maintain the firm’s calendar, appointment reminders, and client communication logs

• Handle incoming and outgoing correspondence with discretion and attention to detail

Marketing Support

• Assist in planning, coordinating, and executing client events and educational seminars (e.g., retirement workshops, lunch-and-learn sessions)

• Help manage the firm’s social media presence across platforms such as LinkedIn and Facebook, creating and scheduling content that reflects our brand voice and resonates with a retiree audience

• Coordinate and distribute email marketing campaigns, newsletters, and drip sequences using platforms such as Constant Contact or Mailchimp

• Track campaign performance metrics and provide regular reporting to leadership

• Assist in developing marketing materials, presentations, and digital content in collaboration with advisors

Administrative Operations

• Maintain organized client records, filing systems, and CRM data (experience with Redtail, LeadCenter AI, Wealthbox, Salesforce, or similar platforms a plus)

• Support compliance documentation workflows and ensure materials are kept current

• Order and manage office supplies and vendor relationships

• Assist advisors with preparation of client meeting materials, reports, and proposals

• Coordinate with external vendors (printers, event venues, technology providers) as needed

Qualifications

Required

• 3–5 years of experience in an administrative, receptionist, or marketing coordinator role

• Excellent written and verbal communication skills, with a warm, professional demeanor

• Experience managing social media accounts and email marketing platforms in a professional context

• Strong organizational skills with the ability to juggle multiple priorities independently

• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

• Comfortable working in a hybrid environment with reliable home office setup

Preferred

• Experience in financial services, wealth management, or insurance sectors

• Familiarity with financial planning compliance requirements and client confidentiality standards

• Experience with CRM platforms (Redtail, Wealthbox, Salesforce, or similar)

• Background in event planning or seminar coordination

• Understanding of or sensitivity to the needs and concerns of retirees and senior clients

What We Offer

• Competitive salary commensurate with experience

• Hybrid work flexibility with a collaborative, close-knit team culture

• Opportunity to grow with the firm as we scale into a dedicated King of Prussia office

• Meaningful work that supports clients at one of the most important financial stages of their lives

• Health benefits, paid time off, and professional development support