Marketing Assistant

Location: Remote (Preferably based in the Pacific Time Zone) Schedule: Approximately 12 hours per week We are seeking a detail-oriented and professional Administrative/Marketing Assistant to support experienced Financial Advisor . This is an excellent opportunity to be part of a pleasant, collaborative, and professional office environment within a well-established global financial services company . Professional training and growth opportunities are available. Key Responsibilities Respond to client service requests related to financial products and follow up with the parent office as needed Make and receive calls with existing and prospective clients to schedule meetings and follow up on administrative items Manage calendars and coordinate client appointments Organize and maintain client files and databases using Salesforce and proprietary systems Utilize Microsoft Word and Excel proficiently; learn and work within proprietary software platforms Assist with the development and execution of compliance-approved marketing campaigns using pre-approved materials and sales copy Help organize and support virtual and in-person seminars Qualifications Minimum of one year of administrative, customer service or marketing experience. Strong organizational skills and attention to detail Professional phone presence and written communication skills Ability to manage multiple priorities independently in a remote environment What We Offer Professional training and development opportunities Exposure to a respected global financial services organization Supportive and professional team environment Interested candidates should email their resume to: #J-18808-Ljbffr