Raymond James
Practice Marketing Associate- Part Time- 20 Hours Per Week
Raymond James, Coeur D Alene, Idaho, United States, 83814
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Practice Marketing Associate- Part Time- 20 Hours Per Week
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Raymond James Continue with Google Continue with Google 2 weeks ago Be among the first 25 applicants Join to apply for the
Practice Marketing Associate- Part Time- 20 Hours Per Week
role at
Raymond James 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. 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.
Job 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.
Knowledge of
Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. 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 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. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Provide a high level of customer service
Education/Previous Experience
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.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
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
At 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.
Seniority level
Seniority level Entry level Employment type
Employment type Part-time Job function
Job function Marketing and Sales Referrals increase your chances of interviewing at Raymond James by 2x Sign in to set job alerts for “Marketing Associate” roles.
Continue with Google Continue with Google Continue with Google Continue with Google Post Falls, ID $100,000 - $120,000 2 weeks ago Spokane Valley, WA $105,000.00 - $135,000.00 3 days ago Liberty Lake, WA $66,000.00 - $127,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Practice Marketing Associate- Part Time- 20 Hours Per Week
role at
Raymond James Continue with Google Continue with Google 2 weeks ago Be among the first 25 applicants Join to apply for the
Practice Marketing Associate- Part Time- 20 Hours Per Week
role at
Raymond James 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. 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.
Job 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.
Knowledge of
Company’s working structure, policies, mission, and strategies. General office practices, procedures, and methods. 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 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. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. Provide a high level of customer service
Education/Previous Experience
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.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
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
At 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.
Seniority level
Seniority level Entry level Employment type
Employment type Part-time Job function
Job function Marketing and Sales Referrals increase your chances of interviewing at Raymond James by 2x Sign in to set job alerts for “Marketing Associate” roles.
Continue with Google Continue with Google Continue with Google Continue with Google Post Falls, ID $100,000 - $120,000 2 weeks ago Spokane Valley, WA $105,000.00 - $135,000.00 3 days ago Liberty Lake, WA $66,000.00 - $127,000.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr