Marketing Assistant jobs in United States
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Prudential Advisors · 9 hours ago

Marketing Assistant

Prudential Advisors is seeking a Marketing Assistant to provide administrative and organizational support to a team of financial advisors. This role involves supporting advisors with scheduling, client follow-ups, and maintaining client files.

Financial Services
Hiring Manager
Lindsay Kendrick
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Responsibilities

Support advisors with scheduling, client follow-ups, and document preparation
Maintain client files and update internal systems
Assist with office operations such as scanning, filing, and correspondence
Help ensure smooth day-to-day operations for the team

Qualification

SalesforceMicrosoft OfficeOrganizational skillsCommunication skillsTeam-oriented attitude

Required

Strong organizational and communication skills
Proficiency with Salesforce, Microsoft Office (Word, Excel, Outlook)
A team-oriented, professional attitude

Preferred

Experience in administrative or office support roles preferred

Benefits

IRA Match up to 3%
PTO

Company

Prudential Advisors

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Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters.

Funding

Current Stage
Late Stage
Company data provided by crunchbase