Marketing Assistant

Overview
About the Role:
We are seeking a reliable and personable Marketing Assistant to support a busy financial planning practice. This role is ideal for someone who is organized, proactive, and comfortable speaking with clients over the phone. You’ll play a key role in maintaining client relationships, coordinating appointments, and assisting with day-to-day marketing efforts.

Key Responsibilities:

• Make outbound and receive inbound client calls in a professional and friendly manner
• Schedule, confirm, and manage client appointments and calendar coordination
• Assist with marketing campaigns, including email outreach and follow-ups
• Maintain and update client contact records in CRM systems
• Help organize client appreciation initiatives
• Provide general administrative support as needed

Qualifications:

• Strong verbal communication skills and phone presence
• Comfortable speaking with clients and handling scheduling logistics
• Excellent organizational skills and attention to detail
• Proficiency with basic office software (e.g., email, calendars, spreadsheets)
• Ability to manage multiple tasks and prioritize effectively
• Prior experience in administrative, customer service, or marketing roles preferred
• Interest in financial services is a plus, but not required
• No criminal record

What We Offer

• Flexible part-time schedule
• Supportive and professional work environment
• Opportunity to gain experience in financial services and marketing
• Competitive hourly pay based on experience

How to Apply:
Please submit your resume along with a brief note to my email.

marcus.haynes@pruential.com

Pay: $20.00 - $22.00 per hour

Benefits:

• Flexible schedule

Work Location: Remote