Practice Marketing Associate- Part Time- 20 Hours Per Week

Willenborg Wealth Management

Remote
Remote
Client relationship management system updates
Processing mass mailings
Client outreach for services and seminars
Willenborg Wealth Management is seeking a part-time Practice Marketing Associate to assist financial advisors with various marketing tasks, including client outreach and seminar coordination. The position requires a high school diploma and offers a flexible remote work environment

Job Summary

  • Assists financial advisors with marketing efforts by performing routine standardized tasks.
  • Responsibilities include processing mass mailings, contacting clients, coordinating seminars, and updating client relationship management systems.
  • Requires general office practices, basic marketing and communication principles, and the ability to manage multiple detailed tasks.

Matching Summary

Match Score: 75

Willenborg Wealth Management is seeking a part-time Practice Marketing Associate to assist financial advisors with various marketing tasks, including client outreach and seminar coordination. The position requires a high school diploma and offers a flexible remote work environment.

Skills & Requirements

Must-have

  • Client relationship management system updates
  • Processing mass mailings
  • Client outreach for services and seminars
  • Seminar coordination and logistics

Nice-to-have

  • Interpersonal communication skills
  • Customer service excellence
  • Fast-paced work environment adaptability

Key Requirements

  • High School Diploma or equivalent
  • 0-2 years of general office experience
  • Financial services environment experience preferred
  • Equivalent combination of experience, education, and/or training

Work Rights

Not specified

Tailored Resume

Cover Letter