- Assists with processing mass mailings.
- Contacts prospective and existing clients to offer services or invite them to seminars.
- Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.
- Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
- Sets up and confirms appointments.
- Obtains and maintains "leads" lists.
- Performs a variety of administrative functions, including data entry.
- Performs other duties and responsibilities as assigned.
- Company's working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Basic principles and practices of customer relations, marketing and communications.
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Gathering, compiling and updating information and maintaining distribution lists.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Provide high level of customer service.
- High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required.
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
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Practice Marketing Associate - Birmingham, United States - Raymond James Financial Services
Description
Job Description - Practice Marketing Associate (Birmingham, ALJob Description
Practice Marketing Associate (Birmingham, AL)
2401448
Description
Job Summary:
Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts.
Essential Duties and Responsibilities:
Qualifications:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.
When associates bring their best authentic selves, our organization, clients, and communities thrive.The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Raymond James & Associates, Inc., member / , and Raymond James Financial Services, Inc., member / , are subsidiaries of Raymond James Financial, Inc.
New York Stock Exchange SIPC FINRA SIPCRaymond James and Raymond James Financial are registered trademarks of Raymond James Financial, Inc.
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