Marketing Coordinator
We are looking for a creative and organized Marketing Coordinator to manage and grow the marketing presence of a financial advisory firm. This role is ideal for someone who enjoys combining creativity with strategy and wants the opportunity to take ownership of a company’s digital presence, client communication, and community engagement. You will play a key role…
Read MoreAppointment Setting Specialist
Position Summary The Appointment Setting Specialist blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the…
Read MoreClient Relations Representative
Position Summary The Client Relations Representative blends client service administration with inside sales and event coordination. As the first point of contact for clients and prospects for this financial firm, you will ensure a positive experience while driving appointment generation through events and warm lead follow-up. There is local travel involved for events in the…
Read MoreAppointment Setter
A successful financial services firm is seeking an Appointment Setter This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties. Are you an energetic, detail-oriented professional who thrives on connecting with people and coordinating dynamic events? Do you love keeping things organized and making a measurable impact on a…
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