Part-Time Practice Marketing Associate - Washington, D.C.

Raymond James•Washington, DC

4d•$31,200 - $45,000•Hybrid

About The Position

The Practice Marketing Associate works under direct supervision to assist financial advisors with marketing efforts. The role involves performing routine, standardized tasks to support client engagement and administrative operations within a financial services environment.

Requirements

High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience.
An equivalent combination of experience, education, and/or training as approved by Human Resources.
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 a high level of customer service.

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.