Job Description

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. Essential Duties and Responsibilities include assisting with processing mass mailings; contacting prospective and existing clients to offer services or invite them to seminars; sending prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.; coordinating seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials; setting up and confirming appointments; obtaining and maintaining “leads” lists; updating client relationship management system; performing a variety of administrative functions, including data entry; and performing other duties and responsibilities as assigned. Knowledge of company’s working structure, policies, mission, and strategies; general office practices, procedures, and methods; basic principles and practices of customer relations, marketing and communications. Skills in 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. Ability to 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 a high level of customer service. Education/Previous Experience: 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. Education: Bachelor’s in Accounting, Business Administration, or Finance. Work Experience: General Experience - 4 to 6 months. Certifications: Not specified. Travel: Less than 25%.

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