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Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.
Job Responsibility:
Assists with processing mass mailings
Contacts prospective and existing clients to offer services or invite them to seminars
Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials
Sets up and confirms appointments
Obtains and maintains “leads” lists
Updates client relationship management system
Performs a variety of administrative functions, including data entry
Performs other duties and responsibilities as assigned
Requirements:
High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required, or an equivalent combination of experience, education, and/or training as approved by Human Resources
Knowledge of Company’s working structure, policies, mission, and strategies
Knowledge of General office practices, procedures, and methods
Knowledge of Basic principles and practices of customer relations, marketing and communications
Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
Skill in Gathering, compiling and updating information and maintaining distribution lists
Ability to Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
Ability to Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
Ability to Provide a high level of customer service