Marketing - Administrative Assistant

Financial Planning Firm
Marlton, NJ
Aug 08, 2017
Jobs Outside Higher Education
Other Jobs Outside Higher Education
Institution Type
Outside Academe

Job Description

Administrative Assistant-Job Description

We are looking for an experienced and outgoing administrative assistant who will effectively direct the flow of communication into our office via telephone, email, and in person. This person will have a can-do, 'go-getter' attitude, and will not be afraid of challenging or stressful situations. Our team is fast-paced and hard-working, and the administrative assistant will be an integral part of our group. As the face and voice of our business, the administrative assistant will represent our company in a positive and effective way, helping us to create first impressions that result in long-lasting relationships with members of the financial industry.

The administrative assistant will be responsible for the following tasks and duties:
•Answering of multi-line telephone system, fielding and directing all inbound calls as necessary.
•Labeling and posting of all outgoing mail, and receiving and sorting of all incoming mail from various carriers.
•Ordering office supplies and marketing materials from various suppliers and maintaining sufficient levels of material in house.
•Complete projects on an as-needed basis, including filing, organizing, mass-mailings, data entry, etc.
•Making followup confirmation phone calls to special events.
•Coordinating all marketing event logistics for seminar presentations.
•Sending out meeting, conference, webinar requests for all company sales meetings when necessary, and distributing company announcements, invitations, etc. to all members of the team.
•Assist New Business, Licensing and Wholesaling teams with tasks when needed such as but not limited to:Inputting information into CRM
Emailing client communications
Assisting in current marketing initiatives
CRM data entry

•Participate in training and development programs on a monthly basis.
•Light bookkeeping, including assistance with accounts receivable, payable, and commissions.

If you believe you fit this description, please reply to this posting

Company Description
Our Mission is to be a great company committed to improving the lives of the people in the communities in which we operate.

This is the Marlton Branch of a National firm located in Tampa,FL. We provide financial solutions for individuals across the country and right here in our community.

Marlton, NJ


Mon, 7 Aug 2017 10:34:01 PDT