Practice Marketing Associate (Saint Petersburg, FL)

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.

Responsibilities

Assists with processing mass mailings and marketing campaigns; Contacts prospective and existing clients to offer services, promote events, invite them to seminars, and support client appreciation initiatives; Sends prospective and existing clients introductory letters, marketing materials, thank you letters, client appreciation communications, requests for referrals, and other outreach materials; Assists with social media marketing efforts, including coordinating content, promoting events, and supporting brand awareness initiatives; Coordinates seminars, client appreciation events, and marketing events, including scheduling, room set-up, menu planning, audio visual aids, and marketing materials; Supports event promotion and follow-up activities to enhance client engagement and attendance; Sets up and confirms appointments; Obtains and maintains “leads” lists; Updates client relationship management system (CRM) and tracks marketing and event-related activities; Performs a variety of administrative functions, including data entry; Performs other duties and responsibilities as assigned

Requirements

High School Diploma or equivalent; one year of related work experience (preferred); Bachelor’s degree in Accounting, Business Administration, or Finance; General Experience - 4 to 6 months; Knowledge of company’s working structure, policies, mission, and strategies; Knowledge of general office practices, procedures, and methods; Knowledge of basic principles and practices of customer relations, marketing and communications; Skill in operating standard office equipment and using required software applications; Skill in 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; Ability to use appropriate interpersonal styles and communicate effectively, both orally and in writing; Ability to provide a high level of customer service

Benefits

Additional compensation (cash or equity); discretionary bonuses; commissions; medical, dental, and vision insurance; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); parental leave