Practice Marketing Associate- Part Time- 20 Hours Per Week
Chartwell Investment Partners
Mass mailing processing
Client relationship management system updates
Seminars scheduling and setup
The role involves assisting financial advisors with marketing efforts including mass mailings and client outreach under direct supervision
Job Summary
The role involves assisting financial advisors with marketing efforts including mass mailings and client outreach under direct supervision.
Candidates will coordinate seminars, manage lead lists, and maintain the client relationship management system while performing various administrative tasks.
The position requires a high school diploma or equivalent with 0-2 years of general office experience in a financial services environment.
Matching Summary
The role involves assisting financial advisors with marketing efforts including mass mailings and client outreach under direct supervision.
Skills & Requirements
Must-have
Mass mailing processing
Client relationship management system updates
Seminars scheduling and setup
Lead list generation and maintenance
Data entry and administrative functions
Nice-to-have
Fast-paced work environment adaptability
Strong oral and written communication skills
High level of customer service orientation
Ability to manage multiple changing priorities
Key Requirements
High School Diploma or equivalent
0-2 years general office experience
Experience in financial services environment preferred