Practice Marketing Associate

Willenborg Wealth Management

Remote
Remote
Client relationship management system
Mass mailings processing
Seminar coordination
Willenborg Wealth Management is seeking a Practice Marketing Associate to assist financial advisors with marketing tasks in a remote work environment. The role involves handling administrative functions, contacting clients, and coordinating events, requiring strong organizational and communication skills

Job Summary

  • Assists financial advisors with marketing efforts by performing routine tasks following set procedures in Promotions and Advertising.
  • Responsibilities include processing mass mailings, contacting clients, coordinating seminars, and updating the client relationship management system.
  • Requires general office experience in a financial services environment or related work experience, with a High School Diploma or equivalent.

Matching Summary

Match Score: 75

Willenborg Wealth Management is seeking a Practice Marketing Associate to assist financial advisors with marketing tasks in a remote work environment. The role involves handling administrative functions, contacting clients, and coordinating events, requiring strong organizational and communication skills.

Skills & Requirements

Must-have

  • client relationship management system
  • mass mailings processing
  • seminar coordination
  • appointment setting
  • marketing material distribution

Nice-to-have

  • interpersonal styles
  • high level of customer service
  • fast-paced work environment

Key Requirements

  • 0-2 years general office experience
  • High School Diploma or equivalent
  • Financial services environment experience

Work Rights

Not specified

Tailored Resume

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