Marketing/Events Planning Assistant

We are a boutique Investment and Financial Planning firm serving the Bay Are for the past 28 years. We cater to pre and post retirees helping them manage and maintain their assets throughout their retirement. Currently, we have an immediate opening in our Marketing Division working as a Marketing Assistant and Events Planning Coordinator. This position’s function is to maintain constant contact with our clients as well as to promote our services to prospects in need of retirement and financial planning.

MAIN RESPONSIBILITIES INCLUDE (but not limited to)
• Organize, oversee and follow-up on Financial Planning seminars and client events in the Peninsula and San Francisco area
• Arrange client and prospect meetings for principal sales rep
• Appointment setting and calendar control
• Events Planning – monthly seminars
• Moderate client and prospect contact via phone / mail
• Establish monthly client and prospect mailings
• Create and oversee quarterly marketing campaigns
• Produce monthly analysis reports
• Computer knowledge: word, excel, power point, outlook, youtube
• Help maintain customer management software
• Additional administrative responsibilities may be added
• NO COLD CALLING INVOLVED
• WILL TRAIN

QUALIFICATIONS
• MINIMUM 2 years marketing or events planning experience
• College education
• Must have excellent customer relations & inter-personal skills
• Excellent communication skills
• Excellent phone skills
• Ability to work flexible hours – OCCASSIONAL evenings (up to 7 pm)
• MUST HAVE A CAR

This is a full time temp to hire position

Competitive Salary & Benefits

NO PHONE CALLS PLEASE

• Compensation: 42k - 48k

Email rolando@ehshumfinancial.com to apply

Posted by Stephanie Coronado