This role combines administrative support with outbound calling for marketing efforts. The Marketing and Admin Assistant will manage active client outreach campaigns, engaging in outbound calling to existing clients to book an appointment with their advisor.

This involves learning the offers and benefits to clients from each campaign, following scripts, interacting with customers, and recording call details. The Marketing and Admin Assistant will also support client outreach and marketing campaigns by completing administrative duties.

This role is starting level, with much room to grow and become full time permanent.

Key Responsibilities

· Outbound Calling:

· Make outbound calls to existing and customers to promote products or services to book appointments

· Follow scripts and guidelines during calls.

· Answer questions and address inquiries from potential customers.

· Record call details and outcomes.

· Administrative Support:

· Manage phone calls and emails ensuring prompt and professional responses

· Schedule and confirm appointments and meetings.

· Input client data to financial planning software

· Maintain and update client information in CRM systems.

· Sales process service support to clients

· Marketing Support:

· Assist with marketing campaigns and promotions, and report on outcomes and results

· Client Mailings and follow up calls

· Active reach out to clients

· Other Duties:

· Perform basic data entry and filing tasks.

· Assist with other administrative tasks as needed.

Skills and Qualifications

• Excellent communication and interpersonal skills, both written and verbal.
• Strong phone etiquette and ability to handle calls professionally.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Experience with CRM systems is a plus.
• Ability to work independently and as part of a team.
• Strong organizational skills and attention to detail.

This is a contract, part-time position with flexible hours (10-15 per week). Starting rate is $22/hour, with pay raises at milestones to be decided on together. All equipment required to fulfill your duties will be provided. Full paid training on Zoom and in person will be provided. Location of work is Milton, Ontario. Option to work from home once fully trained. I am a happy, confident and growth oriented financial advisor based in Milton, Ontario. I am looking to work with individuals who thrive on providing clients with with a great experience and service to build long term relationships.

To apply, please phone Angela at 289-851-6588 to book an interview.