- SALARY:NONE
- Birmingham, Alabama
Birmingham, Alabama
Practice Marketing Associate (Birmingham, AL)-2401448
Description
Job 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.
Essential Duties and 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.
Qualifications
Qualifications
Company's working structure, policies, mission, and strategies.
General office practices, procedures, and methods.
Basic principles and practices of customer relations, marketing and communications.
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 high level of customer service.
Educational/Previous Experience Requirements
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.
Licenses/Certifications
None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Administrative & Support Services
Primary Location
US-AL-Birmingham-Birmingham
Organization
Eastern
Schedule
Full-time
Shift
Day Job
Travel
No#LI-DW