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.

Do you have the following skills, experience and drive to succeed in this role Find out below.

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 xrczosw 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