Marketing Assistant - Financial Firm - Bowling Green, KY Job at Advisor Employee Services
Advisor Employee Services Bowling Green, KY 42104
$40,000 a year
Marketing Assistant
Our successful financial planning firm in
Bowling Green, KY is seeking a strong Marketing Assistant whose primary focus is working with our clients and giving the best customer service. Our ideal candidate will be able to drive client engagement and rapport, have superb follow-up skills, detail oriented, and possess a sharp phone presence alongside great listening skills. If you want to be part of a driven organization with great initiatives, apply today!
Minimum Requirements:
- 2+ years of experience in financial services preferred
- Industry knowledge/experience strongly preferred
- Experience with MS Office and ability to learn new software quickly
- CRM experience
- Experience in a professional, fast-paced environment
This position requires that you possess the following skills:
- Strong communication skills; both verbal and written
- Self-starter with a strong work ethic
- Attention to detail and accuracy
- Consistent follow-through
- Ability to multi-task
- Ability to prioritize deadlines
- Problem-solver
- Customer service oriented, with a high level of interpersonal skills
Responsibilities:
The purpose of this position is to ensure smooth day-to-day operations of the practice while managing client relationships of the firm’s prospects, clients, and team members. The position will require the team member to build and maintain client relationships. Additional daily, weekly, and/or monthly asks include:
The purpose of this position is to ensure smooth day-to-day operations of the practice while managing client relationships of the firm’s prospects, clients, and team members. The position will require the team member to build and maintain client relationships. Additional daily, weekly, and/or monthly asks include:
Marketing Duties
- Manage and prioritize all opportunities to enhance all client relationships
- Greet incoming calls in a professional manner
- Calendar management; scheduling client meetings that call via. phone, email, or seminars
- Assist in managing Social Media platforms
- Event planning – organize, prepare, and schedule all client events/seminars (marketing & client appreciation), and following up with clients after the event
- Send birthday cards/cookies to current clients
- Assist in designing and managing all market materials that get sent out to leads, clients, and prospects (newsletters, invitations for events, seminar preparation, etc.)
Administrative Duties
- Mail outgoing correspondence (new client folders, gifts, etc.)
- Run office errands as necessary
- Record notes from every client conversation in the CRM
- Make sure office is maintained in cleanliness, organization, etc. (Dishwasher loaded, mugs put away, fridge stocked)
Hours
Monday-Friday 8:30am-4:30pm
2-4 seminars a month – 7:00-9:00pm
Benefits
Health insurance
IRA
PTO
Presented by Advisor Employee Services Thank you for your interest in the Marketing Assistant role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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