This site uses cookies. To find out more, see our Cookies Policy
x
x

Practice Marketing Associate (Birmingham, AL) in Birmingham, AL at honor foundations

Date Posted: 10/31/2024

Job Snapshot

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.

    • Job Requirements

    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.

    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

    • footerLogo

    THE HONOR FOUNDATION IS A 501(C)(3) TAX EXEMPT, NATIONAL NON-PROFIT CHARITABLE FOUNDATION. TAX ID # 46-2952873