Marketing And Operations Administrator
Currentphwealth is a wealth management and financial planning firm, providing advice on investments, wealth management, and retirement preparation. My current responsibilities as the marketing administrator include: • Email Campaigns: using Campaign Monitor, Canva and Pixabay• Social media: LinkedIn and Facebook• Website maintenance and updates• Event planning and management• Customer Relationship Management System• Meetings: agenda, minutes, scheduling, room set up and… Show more phwealth is a wealth management and financial planning firm, providing advice on investments, wealth management, and retirement preparation. My current responsibilities as the marketing administrator include: • Email Campaigns: using Campaign Monitor, Canva and Pixabay• Social media: LinkedIn and Facebook• Website maintenance and updates• Event planning and management• Customer Relationship Management System• Meetings: agenda, minutes, scheduling, room set up and catering• Diary Management: leave calendar, scheduling meetings and room bookings• Email Management: numerous inbox’s• Board Papers • Tax Reporting• Quarterly Reporting• Monthly Reporting• Weekly FUM• Xero: invoices, bills, bank reconciliation, and coding• Payroll: Timesheets and Expenses • Operations: stationary orders, courier, printing, binding, scanning, flights, accommodation, and car hire Show less