Financial Services Firm - This positions goal is to keep our Financial Associates in front of clients
- Handling service calls from clients
- Assisting associates with preparing for appointments
- Scheduling appointments for associates
- Keeping associates calendar full
- Scheduling and setting up workshops/seminars
- Setting up marketing events for clients such as sporting events, golf outings, or dinners
- Handling other marketing tasks for associates.
- Updating the client database, running reports from the database, & adding associates notes to the system.
Skills required - Word, Excel, Self Motivated, Dependable, Telephone Skills - Licensed in Life and Health