Marketing Associate
Centerville, OH - USA
Job Summary
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
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 years related work experience preferred.
Licenses
- None
Education
Bachelors: Accounting Bachelors: Business Administration Bachelors: Finance High School (HS) (Required)Work Experience
General Experience - 4 to 6 monthsCertifications
Salary Range
$45000.00-$70000.00Travel
Less than 25%Workstyle
ResidentThe total compensation for this position includes base salary or wages and may include components such as additional compensation (cash or equity) discretionary bonuses or commissions. This position is eligible for a benefits package that may include medical dental and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation holidays and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .
At 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 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.
#LI-AC1Required Experience:
IC
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.