Part-Time Practice Marketing Associate-Anniston, AL
Raymond James•Birmingham, AL
•Onsite
About The Position
Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.
Requirements
- High School Diploma or equivalent
- One year’s related work experience preferred
- General Experience - 4 to 6 months
Nice To Haves
- Bachelor’s: Accounting
- Bachelor’s: Business Administration
- Bachelor’s: Finance
Responsibilities
- 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.
Benefits
- medical
- dental
- vision
- life insurance
- critical illness insurance
- accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
