Do you enjoy utilizing organizational, customer-focused skills while handling the everyday occurrences in a successful marketing department? Our established retirement wealth advisory firm is looking for a Marketing Assistant to play a key role in a fast-paced marketing department. Our formula for success has been to put our customers first and treat them with honesty and integrity. If you possess strong administrative skills and excellent attention to detail, please apply today.

GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES:

The purpose of this position is to ensure smooth day-to-day marketing efforts of the practice while providing superior customer service to the firm’s prospects, clients and the marketing team. Position requires employee to perform general marketing services such as event mailers and set-up, seminar management, tracking of marketing efforts effectiveness, acting as back-up to Sr. Marketing Specialist and the Receptionist/Administrative Assistant, appointment setting and rescheduling, execution of email and newsletter campaigns, calendar management including confirmation calls, and database management.     

Job Duties:

·        Assist the marketing team with implementation of marketing strategies

·        Manage the firm's calendar regarding appointment rescheduling

·        Schedule appointments

·        Input prospects and keep database/CRM program up to date

·        Mail confirmation packets, fulfillment requests, birthday cards, etc.

·        Database management

·        Act as back-up to the Receptionist

·        Assist the marketing team with the execution of events and seminars

·        Prepare weekly email campaigns and newsletters to clients and prospects

·        Assist with the Implementation and follow-through on new marketing initiatives.

·        Manage all outgoing mail projects related to marketing.

·        Participate In weekly meetings.

·        Call all event attendees the day before the events

Knowledge, Skills & Abilities:

• Ability to motivate prospects to set appointments
• Experience managing large projects or events
• Ability to prioritize projects and manage time
• Attention to detail
• Results driven
• Consistent follow-through
• Hard working
• Proficient phone skills
• Command of the English language and grammar
• Experience working in a fast-paced environment
• Working knowledge of computers and software
• Ability to multi-task

Minimum Requirements:

• Ability to learn new software quickly
• Specific software knowledge (database, MS Office Suite)
• Social Networking experience
• Database management experience
• Associate’s degree preferred

Personal Skills:

·        Desire to build relationships with people

·        Strong work ethic

·        Self-Starter

·        High level of interpersonal skills

·        Customer service oriented

This is a full-time, in-office position (Monday through Friday) 

We offer a competitive salary and generous benefit package for full-time employees.