Client Service Coordinator/Marketing Coordinator

Job Description

Responsibilities:

· Schedule client meetings

· Confirm meeting by text and email

· Manage calendars for advisors

· Assist in client data meeting prep

· Distribute mail and scan checks

· Answer and direct incoming calls

· Assist in proofing and sending letters

· Copying, scanning, and electronic filing

· Planning client events

· Following up with prospects from each event

· Posting on Facebook and LinkedIn

Qualifications:

· Pleasant, professional and friendly with excellent interpersonal skills

· Sense of humor and ability to have fun is a must

· Highly organized, accurate and attention to detail

· Analytical in independent problem-solving skills

· Highly proficient in Microsoft office including Word, Excel, PowerPoint and Outlook

· Experience in Salesforce is a bonus

· Excellent written and verbal skills

· Ability to handle multiple responsibilities

· Strong personal and business ethic and integrity is a must

· Desire to grow and learn within the practice

Full-time