Responsibilities

• 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 one year’s related work experience preferred.
• General Experience - 4 to 6 months
• Travel Less than 25%
• Education: Bachelor’s: Accounting
• Education: Bachelor’s: Business Administration
• Education: Bachelor’s: Finance
• Licenses: None
• Work Experience: 4 to 6 months

Benefits

• benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave.