Feb. 6, 2026

Marketing and Client Relations Assistant

CrestPoint Wealth Management Knoxville, Tennessee

We are seeking a reliable, organized individual to assist with marketing efforts and client communications in our Knoxville office. Responsibilities: • Manage marketing activities using the Bill Good system • Prepare and send physical mailings (must work onsite) • Call existing clients to check in, confirm event attendance, and ensure their needs are met (no cold calling) • Assist with organizing and confirming client events • Maintain organized records and follow established processes • Work with Contact Relationship Management system to keep client data organized • Provide excellent customer service and professional communication Qualifications: • Strong phone and interpersonal skills • Excellent organizational and time management abilities • Comfortable working with systems and following structured processes • Ability to work independently and reliably • Basic computer skills (Microsoft Office Suite, Excel, and Contact Relationship Management system) • Must be able to work onsite in Knoxville Schedule & Pay: • Approximately 12 hours per week • Flexible schedule (e.g., 3 days per week for a few hours) • $20/hour • No benefits Pay: $20.00 per hour

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