Job Description

Gladstone Group Inc. (GG) is a Holding Company over Gladstone Associates LLC (Gladstone-www.GstoneLLC.com) and D.A. Kreuter Associates Inc. (DAK-www.DAKassociates.com) GG serves the national Financial Services community, matching great people with growing companies and great companies with each other.

POSITION DESCRIPTION: As a Client Services Associate with The Gladstone Group, your primary responsibility will be to assist the firm’s Principals (primarily Steven Clark; President of DAK Associates) in all client support and administrative duties.

In addition, the Client Services Associate’s responsibilities include maintaining our internal database (FileFinder, our CRM) by setting and enforcing standards. You will be responsible for data entry, data cleanup, and routine audits to maintain accuracy.

THE IDEAL CANDIDATE WILL HAVE:

·         Strong interpersonal and oral communication skills

·         Superior organizational and time management skills

·         High energy level and enthusiasm

·         Ability to follow-up consistently

·         Demonstrated team player

·         Solid analytical skills

·         “Quick Study”, attention to details

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·         Handle phones, correspondence, mailers, word processing of reports and transcriptions

·         Support client output (Formatting resumes, Position Evaluations, Write-Ups, RFP’s, and Contracts) in coordination with Principals

·         Act as an interface for clients and prospects in a professional manner

·         Diligently maintain and manage marketing campaigns and e-mail blasts

OTHER RESPONSIBILITIES INCLUDE:

·         All scheduling for new business PLUS interviews/meetings

·         All travel arrangements

·         Drafting/proofing/recording/tracking/PDFing all correspondence

·         Filing/record maintenance (hard copies & electronic)

·         Manage schedules (provide daily/weekly to do lists)

·         Manage database – bounce back emails/addresses, “remove from marketing” lists, etc.

·         Assist entire team as needed on mailers (seminar presentations, etc.)

·         Screen/vet incoming calls

·         Phone back-up

SKILL SET / BACKGROUND:

·         Proficient with CRM software, ability to quickly learn our FileFinder CRM

·         Microsoft Office Suite required

·         Several years office experience – prefer Professional Services background

·         Degree preferred

·         Database / Research / Digital Marketing software skills helpful

_ _

We provide solid benefits, a fun and fast-paced work environment, and upward mobility for talented hard-working people.

GLADSTONE DESCRIPTION: Gladstone is a boutique Mergers & Acquisitions advisory firm, working nationally on behalf of Registered Investment Advisors and Financial Institutions. Services include:

·         Buy-side

·         Sell-side

·         Mergers

·         Succession Planning

·         Corporate Planning

·         Capital Introduction

·         Valuation

DAK DESCRIPTION: DAK is a national, retainer-based search firm. DAK has built its successful reputation in the financial services industry by completing searches for “C” Suite, Investment Management (including Lift-Outs), national sales managers, key account managers, wholesalers, institutional sales people, private bankers/high net worth brokers, product managers and marketing staff, along with key senior management searches in the operations, legal, compliance, financial and trust arena.