Administrative specialist Jobs in Winston-Salem, NC

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

Critical Skills Sought

Qualifications

Why Work at Trinity Financial Group

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.