Job Description

Title: Marketing & Administrative Assistant

About Us

J. Harris Financial - Since 2003, Jewels Harris has built a solid business that has earned him national recognition and respect from his peers. He helps his clients prepare financial plans for individuals and families, covering various aspects of personal finance such as retirement planning, risk management, insurance, estate planning and asset preservation. Learn more about us -

Position Summary

The Marketing and Administrative Assistant provides administrative, customer service and operations support to all areas of J. Harris Financial . This role is responsible for the development and execution of marketing initiatives in addition to sales & administrative support.

Duties and Responsibilities include, but not limited to:

Sales and Marketing

• Implement marketing campaigns, perform general operations duties and other special assignments as needed.
• Miscellaneous project management to help drive business.
• Compile marketing materials in preparation for client meetings.
• Attend various company events and assist in promoting the services of the firm.
• Conduct outbound calls to RSVP’s for events, such as confirmation and follow up calls.
• Brainstorm new business generating activities and events and operationalize from idea to full implementation.
• Schedule & confirm appointments for advisor(s) with clients, prospects or strategic business relationships.

Administrative

• Answer calls greet clients and respond to client requests with professionalism and care.
• Operations and maintenance of facility including ordering office supplies, preparing refreshments for clients, conference room organization and general office organization.
• Update client and case information.
• Process investment and insurance applications and ongoing service requests.

Critical Skills Sought

• Confidentiality: maintain all information related to customer accounts in strictest confidence.
• Strong sense of professionalism.
• Collaborative personality: work as a teammate to further the entire organization.
• Strong desire and ability to be a problem solver.
• Ability to prioritize assignments, adapt to changes in daily tasks when necessary and the ability to work under pressure.
• Outgoing personality with the ability to create new relationships.
• Good oral/written communication, organizational and problem-solving ability.
• Capable of being able to receive feedback to grow professionally.

Qualifications

• High school diploma or equivalent, plus 1-2 years administrative or reception experience required.
• Sales experience strongly preferred.
• Knowledge of financial services, annuity and life products strongly preferred.
• Must be proficient in word processing, spreadsheet, and presentation software.
• Marketing, telemarketing and/or business development experience preferred.
• Willingness to obtain additional licenses, such as life insurance license along with FINRA Series 7, 63.

Why Work at Trinity Financial Group

• FLEXIBILITY & OPPORTUNITY
• The ability to be a key part in growing a business.
• Opportunity for advancement.
• Business casual/professional dress.
• Cohesive small team.
• Great place to make a big impact on many lives.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities. J. Harris Financial provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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