Prudential

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...