Responsibilities

• Prospecting initiatives - Provide help with outbound calls for marketing purposes, scheduling events, mailers, name management, written cards, social media, and scheduling of events.
• Scheduling – Manage client calendar. Provide reminders by phone and email. Establish and email zoom links.
• Website management
• Data entry – Must be comfortable navigating and learning different computer systems.
• Existing client servicing – Help aid with servicing current accounts. For example, form completions and filing.
• Hours: 10 - 15 hours a week
• Monday – Friday 9:00am - 2:00 or 3:00pm

Requirements

• Creativity and out of the box thinking
• Outgoing with good communication skills
• Nice penmanship is also important

Preferred

• Proficient in computer databases and Microsoft Office is a plus