Location
Newtown
Job Type
Full-time
Posted
July 01, 2026
Job Description
**Responsibilities**
+ Assists with processing massmailings.
+ Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.
+ Sendsprospectiveandexistingclientsintroductoryletters,marketingmaterials,thankyou letters, requests forreferrals, etc.
+ Coordinatesseminarsincludingscheduling,roomset-up,menuplanning,audiovisualaids,and marketingmaterials.
+ Setsupandconfirmsappointments.
+ Obtainsandmaintains“leads”lists.
+ Updates client relationship managementsystem.
+ Performs a variety of administrative functions, including dataentry.
+ Performsotherdutiesandresponsibilitiesasassigned.
**Education/Experience Requirements**
+ High School Diploma or equivalent and one year’s related work experience preferred.
**Licenses**
+ None
+ Assists with processing massmailings.
+ Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.
+ Sendsprospectiveandexistingclientsintroductoryletters,marketingmaterials,thankyou letters, requests forreferrals, etc.
+ Coordinatesseminarsincludingscheduling,roomset-up,menuplanning,audiovisualaids,and marketingmaterials.
+ Setsupandconfirmsappointments.
+ Obtainsandmaintains“leads”lists.
+ Updates client relationship managementsystem.
+ Performs a variety of administrative functions, including dataentry.
+ Performsotherdutiesandresponsibilitiesasassigned.
**Education/Experience Requirements**
+ High School Diploma or equivalent and one year’s related work experience preferred.
**Licenses**
+ None
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