Job Responsibilities and Requirements: Calls prospective and existing clients to offer services or invite them to seminars. Sends prospective and existing clients introductory letters, Marketing materials, thank you letters, requests for referrals, etc. Processes mass mailings. Sets up and confirms appointments. Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities: Knowledge of: Company's working structure, policies, mission, and strategies. General Office practices, procedures, and methods. Skill in: Operating standard Office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. Ability to: Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. Use appropriate interpersonal styles and communicate effectively, both orally and in Writing, with all organizational levels. Provide high level of customer service. Educational/Previous Experience Requirements: High School Diploma or equivalent, and minimum two (2) years of General Office experience in a Financial services environment. ~or~ An equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: None required. Part time - 25 hours per week.  

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