Are you a caring and energetic individual with attention to detail that loves customer service and creating a \"wow\" factor? Do you enjoy interacting with people and have a great sense of humor Would you enjoy working for a growing, prestigious company in a fun, team environment?
At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.
Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.
Being able to coordinate with vendors for live events taking place each week is important to the role. If you like planning events and seeing through their execution this may be a great opportunity for you!
Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision. We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.
Serious applicants only please. We are looking for a long-term fit:
A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible
Resume must be included in the application
Commitment: 40 hours per week, Schedule has flex in it as some events occur in the evenings.
Compensation: Starting salary range is $55-65K, plus full medical and dental benefits and a generous retirement benefit plan. 4+ Weeks of Vacation including the week of Christmas and Thanksgiving in addition to the 4 weeks! All Holidays off, including your birthday!
Skills & Experience Required Ability to work independently, good time management and critical thinking
Excellent written and oral communications
Superior client relations skills
Proficiency in Microsoft Office Suite
Ability to handle in-bound calls with ease and confidence
Ability to work independently with high-level productivity
Willingness to learn new programs
Duties & Responsibilities Clients & Team Support Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded
Answer phones, check for and take messages, connect and field incoming calls for event responders
Confirm appointments by phone and email each day and maintain our team calendar
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Marketing Coordinator
TruNorth Advisors · Charlotte, NC, USA ·
- Pay:
- $55,000-$65,000/yr
- Job type:
- Full Time