Marketing Assistant

This is remote part-time Financial Services Administrative/Marketing Assistant available for two experienced Financial Advisors. Be a part of a pleasant and professional office environment within an established and leading global financial services company!Job Description :Answer client servicing needs for financial products and follow up with parent office.Make and receive phone calls to/from existing and prospective clients to schedule meetings and follow up on administrative tasks.Responsible for scheduling meetings and keeping calendar.Organize and maintain client files and database using Saleforce and proprietary systems.Must be very proficient with MS Word and excel and have ability to learn proprietary software.Assist in the development and implementation of compliance-approved marketing campaigns through various channels using pre-approved materials and sales copy.Assist in the organization of virtual and in-person seminarsMay be involved in special projects.One year marketing and/or administrative experience, preferably in the Financial Services industry.Professional training and growth opportunities available!Approximately 10 hours per week.Interested parties, please email resume to

joe.esparza@