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Raymond James · 1 week ago

Practice Marketing Associate- Part Time- 20 Hours Per Week

Coeur d'Alene, ID

Part-time

Onsite

New Grad, Entry Level

0+ years exp

Raymond James is a financial services firm, and they are seeking a Practice Marketing Associate to assist financial advisors with marketing efforts. The role involves processing mailings, coordinating seminars, and managing client communications.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

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

Qualification

Customer relationsMarketing communicationsData entryInterpersonal communicationOrganizational skills

Required

High School Diploma or equivalent and 0-2 years in general office experience in a financial services environment or related work experience required, or an equivalent combination of experience, education, and/or training as approved by Human Resources

Knowledge of company's working structure, policies, mission, and strategies

Knowledge of general office practices, procedures, and methods

Knowledge of basic principles and practices of customer relations, marketing and communications

Skill in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Skill in gathering, compiling and updating information and maintaining distribution lists

Ability to organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment

Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels

Ability to provide a high level of customer service