Marketing Assistant - Charleston, SC

Advisor Talent Solutions•Charleston, SC

1d•$50,000 - $55,000•Onsite

About The Position

Advance your career and make a difference with Curran Financial Partners! We are a well-established Independent Advisory and Financial Services Company in Charleston, SC, seeking an organized, self-motivated Marketing Assistant with excellent interpersonal skills. If you enjoy building relationships, thrive in a team environment, and want opportunities for professional and personal growth, we’d love to meet you.

Requirements

Minimum 2+ years of experience in an office role
Exceptional time management skills
Proven ability to engage prospects and clients over the phone
Customer service oriented and team player
Comfortable taking direction
Strong technology skills

Nice To Haves

Experience in a financial services or advisory environment
Prior experience with CRM systems
Proactive approach to new marketing ideas

Responsibilities

Answer phones and greet clients upon arrival
Consistently follow up with prospects
Assist with marketing ideas and initiatives
Keep CRM updated with prospect/client interactions
Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
Work both independently and proactively to meet your business goals
Assist the team with various administrative tasks as needed
Perform other duties and projects as assigned