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 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.
• Education Bachelor’s: Accounting
• Education Bachelor’s: Business Administration
• Education Bachelor’s: Finance
• Education High School (HS) (Required)
• Work Experience General Experience - 4 to 6 months