Job Description

Position Objective
This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.
This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.

Typical Duties and Responsibilities

Client Relationship & Account Management

• Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork
• Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams
• Monitor client satisfaction and identify opportunities to enhance service delivery
• Track service timelines, reviews, renewals, and compliance requirements

Advisor & Operational Support

• Serve as primary administrative support to advisors
• Prepare client reviews, investment updates, and reporting materials
• Maintain CRM (Redtail) and client documentation
• Track transfers (ACATs, annuities, asset movements) and follow up on status
• Develop and maintain documented workflows and internal processes

Client Deliverables & Reporting

• Prepare performance reports, benchmarking analysis, and fiduciary documentation
• Compile quarterly monitoring reports and meeting materials
• Ensure timely and accurate completion of all client deliverables
• Assist with fee analysis and plan design updates

Administrative & Coordination

• Schedule meetings and manage advisor/client calendars
• Prepare and assemble proposals, implementation paperwork, and presentations
• Print, bind, and package client deliverables
• Maintain organized electronic and physical client files

Marketing & Digital Operations

• Conduct daily website reviews; update content, resolve issues, and manage inbound leads
• Execute advisor outreach campaigns using LinkedIn Sales Navigator
• Manage firm social media (LinkedIn, Facebook), including content creation and engagement tracking
• Monitor marketing platforms (e.g., FMG Suite) and publish approved content

Marketing Campaigns & Communications

• Coordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)
• Upload, review, and publish approved content in compliance with regulatory requirements
• Maintain email distribution lists (Constant Contact / Redtail integration)
• Track campaign performance and engagement metrics

Marketing Analytics & Reporting

• Analyze weekly social media and website performance (followers, impressions, clicks, traffic)
• Maintain and update marketing scorecards and reporting dashboards
• Identify trends and recommend improvements to engagement strategies

Events & Business Development Support

• Coordinate advisor training events, client events, and firm-wide meetings
• Manage logistics including venue, registration, materials, vendors, and communications
• Support marketing collateral development (flyers, presentations, postcards, campaigns)
• Coordinate co-branded marketing initiatives and external vendor partnerships

Additional Responsibilities

• Develop, document, and improve internal systems and processes
• Assist with RFP responses and business development initiatives
• Complete special projects and other duties as assigned

Position Requirements

• Strong understanding of financial services and securities industry regulations
• Excellent analytical, organizational, and time management skills
• Strong attention to detail and accuracy
• Exceptional interpersonal and communication skills
• Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
• Ability to manage multiple priorities under tight deadlines
• High level of professionalism and client service orientation
• Highly organized and detail-oriented
• Proactive and solutions-driven
• Strong collaborator and communicator
• Client-focused with a service-oriented mindset
• Comfortable balancing operations, client service, and marketing responsibilities

Perks & Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Paid Parental Leave
• Remote Work Opportunity

About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.

Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)
• Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development
• Friendly and collaborative work environment
• Employee perks including employee appreciation and charitable giving/volunteering opportunities

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.

Position Objective
This role is responsible for delivering a seamless client and advisor experience by managing client onboarding and account transitions, providing high-level administrative support to advisors, and executing key marketing and business development activities. The position partners closely with advisors, leadership, compliance, and external vendors to ensure accurate paperwork processing, consistent communications, strong digital presence, and successful internal/external events.
This individual must be highly organized, detail-oriented, and able to manage multiple priorities with tight deadlines—while maintaining excellent client service and brand professionalism.

Typical Duties and Responsibilities

Client Relationship & Account Management

• Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork
• Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams
• Monitor client satisfaction and identify opportunities to enhance service delivery
• Track service timelines, reviews, renewals, and compliance requirements

Advisor & Operational Support

• Serve as primary administrative support to advisors
• Prepare client reviews, investment updates, and reporting materials
• Maintain CRM (Redtail) and client documentation
• Track transfers (ACATs, annuities, asset movements) and follow up on status
• Develop and maintain documented workflows and internal processes

Client Deliverables & Reporting

• Prepare performance reports, benchmarking analysis, and fiduciary documentation
• Compile quarterly monitoring reports and meeting materials
• Ensure timely and accurate completion of all client deliverables
• Assist with fee analysis and plan design updates

Administrative & Coordination

• Schedule meetings and manage advisor/client calendars
• Prepare and assemble proposals, implementation paperwork, and presentations
• Print, bind, and package client deliverables
• Maintain organized electronic and physical client files

Marketing & Digital Operations

• Conduct daily website reviews; update content, resolve issues, and manage inbound leads
• Execute advisor outreach campaigns using LinkedIn Sales Navigator
• Manage firm social media (LinkedIn, Facebook), including content creation and engagement tracking
• Monitor marketing platforms (e.g., FMG Suite) and publish approved content

Marketing Campaigns & Communications

• Coordinate and execute weekly and monthly email campaigns (market commentary, advisor communications)
• Upload, review, and publish approved content in compliance with regulatory requirements
• Maintain email distribution lists (Constant Contact / Redtail integration)
• Track campaign performance and engagement metrics

Marketing Analytics & Reporting

• Analyze weekly social media and website performance (followers, impressions, clicks, traffic)
• Maintain and update marketing scorecards and reporting dashboards
• Identify trends and recommend improvements to engagement strategies

Events & Business Development Support

• Coordinate advisor training events, client events, and firm-wide meetings
• Manage logistics including venue, registration, materials, vendors, and communications
• Support marketing collateral development (flyers, presentations, postcards, campaigns)
• Coordinate co-branded marketing initiatives and external vendor partnerships

Additional Responsibilities

• Develop, document, and improve internal systems and processes
• Assist with RFP responses and business development initiatives
• Complete special projects and other duties as assigned

Position Requirements

• Strong understanding of financial services and securities industry regulations
• Excellent analytical, organizational, and time management skills
• Strong attention to detail and accuracy
• Exceptional interpersonal and communication skills
• Proficiency in CRM systems, marketing platforms, and Microsoft Office tools
• Ability to manage multiple priorities under tight deadlines
• High level of professionalism and client service orientation
• Highly organized and detail-oriented
• Proactive and solutions-driven
• Strong collaborator and communicator
• Client-focused with a service-oriented mindset
• Comfortable balancing operations, client service, and marketing responsibilities

Perks & Benefits

• 401(k) with Employer Match
• Health Insurance (with HSA option)
• Dental Insurance
• Vision Insurance
• Life Insurance
• Paid Time Off Policy
• Flexible Spending Account (FSA)
• Healthy Work/Life Balance
• Paid Parental Leave
• Remote Work Opportunity

About World Investment Advisors
As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. Collectively, WIA and its affiliates advise pm $72.7B assets1 across 100+ offices and 609 team members.

Stimulating Environment
At World Investment Advisors, we strive to provide a challenging, stimulating environment for the best and brightest in the industry. We believe our employees can best serve our clients and advisors in an atmosphere where individuals are treated fairly, where professional growth is fostered and encouraged, and where a healthy balance between work and home life is respected and preserved. We promote a friendly and collaborative work environment. We are motivated by team camaraderie and are obsessed with doing the right thing for our plan sponsor clients and their plan participants.

Compensation
This is a New Jersey based position with a competitive benefits package. The base salary ranges from $55,000 to $65,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at:  https://www.worldinsurance.com/careers

Team-Oriented
Professionals typically work together in teams with multiple people from different departments to meet our clients’ needs. Our junior staff works with their team members to develop the skills and knowledge to succeed and assume more senior level positions as they progress at our firm. We welcome team members from different backgrounds with different perspectives to help us innovate and make a difference for our customers and our communities.

Why World?

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different Employee Resource Groups (EmpowHer, Mosaic & NextGen Collective)
• Professional growth opportunities—Tuition Sponsorship, Professional Memberships and Professional Development
• Friendly and collaborative work environment
• Employee perks including employee appreciation and charitable giving/volunteering opportunities

World Investment Advisors is an equal opportunity employer. We believe the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. World is committed to equality and deeply believes in diversity in sexual orientation, gender, race, religion, ethnicity and other qualities that makes us all different.

1As of December 31, 2025, the WIA network of advisors and firms collectively provides support to over $70 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion.