Marketing Coordinator

• Based on existing processes and established best practices provides tactical recommendations to support client marketing efforts often including adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion.

• Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management

• May coordinate the organization maintenance and updating of the client investment products department offerings and service information on the organizations intranet system.

• Contributes to the development of tutorials best practices and documentation for internal/departmental and/or external/client reference.

• Provides basic consulting to clients in order to resolve immediate questions and/or requests

• Identifies opportunities to respond to advisor requests research prepare and track responses.

• Manage intake process for projects; build and execute project plans.

• Conducts basic marketing research and compiles project results and insights as assigned.

• Coordinates the creation and production of marketing and communications materials (including copy layout Web design and/or audio/visual material) through the internal marketing agency.

• Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests.

• May work with account managers and/or clients to review and test marketing deliverables against the project objectives ensuring accuracy and brand consistency.

• Assists marketing leadership with special projects related to timely business needs

• Performs other duties and responsibilities as assigned.

Skills:

• Principles and practices of customer relations marketing and communications.

• Basic concepts practices and principles of project management methodology including project management analysis administration and documentation.

• Fundamental investment concepts practices and procedures used in the securities industry.

• Creating and maintaining project documentation and communications.

• Coordinating projects communicating changes and progress and completing projects on time and budget.

• Communicating clearly and informatively editing work for spelling and grammar and presenting numerical data effectively; strong writing and analytical skills.

• Demonstrating accuracy and thoroughness while applying feedback to improve performance.

• Completing tasks on time or notifying the appropriate stakeholder with an alternate plan.

• Collecting researching and analyzing data.

• Exercising judgment and self-direction to independently complete projects and tasks.

• Operating standard office equipment and using required software including word processing spreadsheet graphics database and internet reference service applications.

• Conducting research using the Internet and other resources compiling results and preparing reports.