Careers at Money Matters

At Money Matters with Ken Moraif, we are driven by quality and committed to service. Our employees are professional, goal-oriented, and enthusiastic. If you share these qualities, we want to know more about you.

Open Positions:

Location: The Woodlands, TX

The Client Service Associate will be the point of contact for all client service related needs. Will provide service on all accounts, from opening new accounts to handling active client requests and questions. Will be relied on heavily for both professional and personal support in a fast-paced environment. This is a client service position. It requires a dedicated person, willing to work hard, and where quality is not compromised. Will also serve as backup for other office duties.

Responsibilities:

  • Maintain calendar and database for Financial Advisor
  • Analyzing reports to determine appropriate action to be taken on behalf of client accounts
  • Researching client issues
  • Prepare for appointments
  • Collect, organize, and synthesize personal and financial client information
  • Opening, closing, transferring, and maintaining accounts
  • Prepare and verify information for client forms, applications, and other documents
  • Update and maintain client database
  • General office duties, i.e. answer phone, USPS,UPS

Desired Skills and Experience

  • Finance or Financial Planning background preferred
  • Ability to interact successfully with high income clients
  • Excellent interpersonal and organizational skills
  • Strong financial and analytical skills
  • Excellent computer skills, including in-depth internet knowledge and proficiency in MS Office
  • Ability to work independently to research and resolve client issues
  • Must have an understanding of appropriate paperwork and procedures necessary to process transactions
  • Confidentiality is a MUST
  • Comfortable working with executive level officers
  • Must be a problem solver and a goal-oriented team player who is willing to complete any job necessary within the firm

To apply, please send your resume to resume@moneymatters.net
or go to: https://www.linkedin.com/jobs/cap/view/661370452/

Note:  Money Matters with Ken Moraif is an Equal Opportunity Employer

Location: Plano, TX

Money Matters with Ken Moraif is a national financial advisory firm headquartered in Plano, TX. The firm serves over 8,200 families nationwide and has $4.2 billion assets under management (AUM).

The Marketing Specialist will assist with the development, execution and delivery of marketing programs to support lead generation, digital marketing, and marketing materials.  Specifically, the position involves the development and delivery of marketing materials, such as digital advertising and website, sales presentations, promotional emails, newsletters and articles.

In addition, this position will be responsible for monitoring trends and collecting and reporting data within the marketplace.  The role is responsible for collaborating cross functionally to ensure stated business objectives are met, brand standards are adhered to, and deliverables are produced in a timely fashion.  This position will work closely with Event Management and Radio / TV production.

Primary Responsibilities Include:

Essential Functions:

  • Design, create, execute and deliver marketing programs and collateral
  • Writing and editing technical content
  • Support Digital Marketing efforts with writing, editing, obtaining analytics and working with marketing agency to implement digital initiatives
  • Support Radio / TV Production with writing and editing show spots and providing assistance to the Manager, as assigned
  • Support Event Management with various logistical and marketing support duties, as assigned
  • Track competitor activity by keeping abreast of market changes and the marketing mix used by competitors
  • Assist with marketing and advertising campaigns; preparing marketing and advertising strategies, plans and objectives; planning and organizing promotional presentations; updating calendars
  • Collects, analyzes, organizes and reports data on marketing trends, competition, new products and pricing

Required Skills:

Experience:

  • Minimum 2 – 4 years of experience as a Marketing Coordinator, Marketing Specialist or Marketing Manager
  • Experience in a business to consumer position in the financial services or insurance industries, highly preferred
  • Experience with social media channels, developing media plans and content scheduling
  • Excellent proofreading, formatting and editing skills
  • Ability to work under pressure, prioritize assignments and meet deadlines
  • Demonstrated experience in Adobe Creative Suite – InDesign, Photoshop and Illustrator
  • Proficient using Microsoft Office products. Specifically, with Word, PowerPoint and Excel
  • Proactive; must have the ability to motivate and manage internal clients
  • Ability to maintain a positive working relationship with management, staff and external contacts
  • Graphic design / layout skills a plus

Education:

Bachelor’s degree in Marketing, Communications, Journalism, English, Marketing, Graphic Arts or similar

To apply, please send your resume to resume@moneymatters.net
or go to: https://www.linkedin.com/jobs/cap/view/666592334/

Note:  Money Matters with Ken Moraif is an Equal Opportunity Employer

We’re always on the lookout for exceptional talent.
Please use the form below to let us know all about you and your talents.