Practice Marketing Associate (Weston, FL)
External
Raymondjames · Weston, Florida - United StatesFull-timeOn-siteToday
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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.
- Education/Experience Requirements
- High School Diploma or equivalent and one year's related work experience preferred.
- Licenses
- None
- Education
- Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
- Work Experience
- General Experience - 4 to 6 months
- Certifications
- Travel
- Less than 25%
- Workstyle
- Resident
- 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.
- We expect our associates at all levels to:
- 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
Benefits
Dental insuranceVision insurancePaid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
Job Description Summary 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. Job Description
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