Job Title:
Financial Services Personal Marketing Assistant
Job Code:
5454CK
Job Category:
Marketing
Job Type:
Contract to Hire
Job Location:
Boston - MA
Date Posted:
Aug 18 2020
Responsibilities:
Financial Services Personal Marketing Assistant

Boston investment firm in Back Bay seeking a Financial Services Personal Marketing Assistant to work with and assist financial planners. Hours to be mutually agreed upon from twenty (20) to potentially thirty (30) hours per week during normal business hours. A temp-to-perm position. Some investment background and knowledge of financial services, whether through a full-time position or an internship, is required.

The responsibilities of the Financial Services Personal Marketing Assistant include:
•Communicating with clients
•Preparing client presentations
•Submitting and tracking all new business applications
•Maintaining and updating a client relationship management systems
•General administrative support

Qualifications:
The qualifications needed of the Financial Services Personal Marketing Assistant include:
•Prior business experience with Microsoft Office, Salesforce, A360, Hearsay/marketing
•Knowledge of insurance and investment application completion and processing is necessary
•A background in financial services, current or prior securities registration, and an insurance license are strongly preferred
•Superior communication skills both verbal and written
•Professional and friendly phone presence
•Strong organizational skills
•Ability to learn and adapt to new software and processes quickly

Additional Info:
CONTACT: Chris Kennedy: chris@fanning-boston.com | phone: 617-728-4100
Salary Range:
$18/hour
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