Marketing Assistant

Overview:
We are hiring a part‑time Marketing Assistant (20 hours/week) to support two financial advisors at Prudential. This role is ideal for someone who is organized, detail‑oriented, comfortable on the phone, and eager to learn. Experience is helpful but not required — we will train the right person.

The Marketing Assistant will handle administrative, communication, scheduling, and prospecting tasks that keep the practice running smoothly. This allows the advisors to focus on client meetings and applications.

This is a long‑term, stable position with consistent hours and a supportive team environment.

Duties:

• Assist in managing daily client communication by checking voicemails, logging all messages in the CRM, and calling clients back to provide service updates or schedule appointments with advisors.
• Utilize CRM tools to maintain accurate client records, update tasks, upload documents, and track outstanding items to ensure smooth workflow and follow‑through.
• Manage preparation of client meeting materials by organizing OneNote pages, adding past meeting notes, incorporating Jump AI summaries, uploading statements, and inserting advisor‑provided illustrations, quotes, and agendas.
• Support the scheduling process by coordinating appointments through Microsoft Bookings, sending reminders, confirming meetings, and rescheduling when required documents are missing.
• Conduct outreach to clients and contacts by making warm courtesy calls, follow‑up calls, no‑show check‑ins, and referral outreach, as well as sending email and letter communications to help maintain engagement and support the scheduling of upcoming appointments.
• Assist in executing ongoing client follow‑up processes by sending post‑meeting emails, attaching proposals, illustrations, and summaries, and ensuring Jump AI notes are properly uploaded to the CRM.
• Coordinate service‑related tasks by contacting carriers to request forms such as change‑of‑beneficiary or servicing‑transfer documents, documenting call details, and ensuring timely delivery to clients.
• Support client experience initiatives by managing a monthly appreciation budget, sending small gifts to new or high‑value clients, writing thank‑you cards, and tracking gift history.
• Maintain organized digital client files by uploading statements, forms, and meeting materials, ensuring all documentation is complete and accessible for advisors.
• Contribute to weekly operational efficiency by assisting with reporting, preparing upcoming meeting lists, identifying missing items, and supporting overall workflow optimization.

Helpful Experience & Skills (Not Required):

• Experience in customer service, reception, or front‑desk roles where clear communication and professionalism were essential.
• Background in administrative support, office coordination, or clerical work involving scheduling, documentation, and task management.
• Familiarity with CRM systems, data entry, or maintaining organized digital records in a structured environment.
• Comfort making and receiving phone calls, including handling client inquiries, follow‑ups, and appointment scheduling.
• Experience preparing documents, organizing files, or supporting meeting preparation in tools like Microsoft OneNote, Outlook, or similar platforms.
• Basic proficiency with Microsoft Excel, including sorting data, updating spreadsheets, and maintaining simple tracking logs.
• Strong organizational skills and the ability to keep tasks, documents, and workflows structured and easy to follow.
• High attention to detail, ensuring accuracy in communication, documentation, scheduling, and client information.
• Experience in environments that require multitasking, prioritizing tasks, and managing time efficiently.
• Familiarity with Microsoft Office (Outlook, OneNote, Word, Excel) or willingness to learn quickly.
• Experience in financial services, insurance, or professional services is a plus but not required — we will train the right person.
• Comfort working in a team‑oriented environment and supporting others to ensure smooth daily operations.

Pay: From $20.00 per hour

Work Location: Hybrid remote in Fort Washington, PA 19034

Salary : $20