Practice Marketing Associate (Carlsbad, CA)

Raymond James • Carlsbad, CA

2d • Onsite

About The Position

Performs a number of routine tasks following set procedures in the field of Branch Financial Services / Banking. Some problem-solving ability is required.

Requirements

• High School Diploma or equivalent
• One year’s related work experience preferred.
• General Experience - 4 to 6 months

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED