Marketing Assistant - Financial Firm - Charleston, SC

Advisor Employee Services

Posted on : 29-05-2025

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1 Vacancy

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Job Location

Charleston - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 29-05-2025

Job Description

Marketing Assistant

Advance your career and truly make a difference! An exciting opportunity for an organized self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Services Company. Please note that this position does require at least 2 years of experience in an office role.

Description:

Curran Financial Partners in Charleston SC is seeking a full-time Marketing Assistant. Candidate must exhibit exceptional time management skills a proven record of getting prospects/clients engaged over the phone accept direction be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

Position Overview:

The primary responsibility of this position is to assist the Marketing Team and engage with the prospects of the many company marketing funnels. This position will depend heavily upon a positive attitude solid work ethic and the ability to build upon relationships over the phone.

A summary of the tasks is below:

Answering the phones and greeting clients upon entering the firm
Consistent follow-up with prospects
Help with all Marketing ideas and initiatives
Keep CRM updated with prospect/client interaction
Track weekly and monthly progress including number of calls made appointments set and appointments kept with Chief Advisor
Work independently and proactively to meet personal business goals
Assist team with administrative tasks as needed
Perform other duties and projects as assigned

Salary:

$55000

Benefits YOU BET!

After 90-days of employment:

Medical
Dental
Vision
HSA with choice of the HD Medical Plan option
401(k) match
Unlimited PTO

Hours

Monday Friday
8:30 AM 5:00 PM

Employment Type

Full Time

Company Industry

Key Skills

Apply Now

About Company

Advisor Employee Services

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Marketing Assistant - Financial Firm - Charleston, SC

Advisor Employee Services

Job Description

Employment Type

Company Industry

Key Skills

About Company

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