ABOUT US

Sherman Wealth Management is a fast-growing, fee-only wealth management and financial planning RIA based in Gaithersburg, MD. We work with clients across the country, with a special focus on young professionals and families in the DMV area. Our mission is to help clients build confidence in their financial lives through personalized solutions.
We are a small, tight-knit team looking for a motivated individual who can wear multiple hats and grow with us. If you thrive in a fast-paced environment, excel at keeping things organized, and want to be part of a firm that values innovation, growth, and superior client experience, we’d love to hear from you.

QUALIFICATIONS

• Detail oriented with strong organizational and time management skills
• Excellent written and verbal communication skills.
• Eager to grow and contribute to marketing efforts of the business
• Tech-savvy — comfortable with digital work, learning new software quickly (experience with CRM systems, Google Workspace, or marketing platforms a plus).
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Prior Admin/Executive Admin Experience a plus
  Job Types: Full-time, Part-time
  Pay: $35.00 - $45.00 per hour

Benefits:

• 401(k)
• 401(k) matching

Work Location: Hybrid remote in Gaithersburg, MD 2087

ROLE OVERVIEW

We are seeking an Administrative Associate to support our team. This role will involve a mix of administrative support, client service, workflow management, and light marketing coordination.

KEY RESPONSIBILITIES

• Assist with scheduling, calendar management, and client meeting prep
• Manage workflows for clients and organize internal google drive
• Support compliance tasks –keep up on changes in industry
• Assist with marketing initiatives, local outreach, business development, and event coordination
• Help identify process improvements and take initiative on projects that improve client experience
• Provide general office management and administrative support for the team including outside vendors,Quality control public facing content and publications