**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