Practice Marketing Associate

Position Overview

Performs a number of routine tasks following set procedures in the field of Promotions and Advertising. Some problem-solving ability is required.

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.

Key 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, and requests for referrals.
• 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.

Required Qualifications

• Requirements: Familiarity with company’s working structure, policies, mission, and strategies; general office practices; and basic principles of customer relations, marketing, and communications.
• Qualifications: High School Diploma or equivalent with 0-2 years of experience in a financial services environment or related field.
• Education: Bachelor’s in Accounting, Business Administration, or Finance.
• Experience Required: 4 to 6 months of general experience.
• Demonstrated ability to operate standard office equipment and required software; excellent organizational, interpersonal, and communication skills; and the capability to manage multiple tasks under tight deadlines.

Benefits & Perks

• Benefits: A people-first culture that supports professional growth, values diversity, and promotes an inclusive work environment.