- 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.
- Updates client relationship management system.
- 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.
- None required.
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Practice Marketing Associate - Birmingham, United States - Raymond James Financial Services
Description
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
Qualifications:
Educational/Previous Experience Requirements:
Licenses/Certifications:
Job: Administrative & Support Services
Primary Location: US-AL-Birmingham-Birmingham
Organization Eastern
Schedule Full-time
Job Shift Day Job
Travel No
Req ID: