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Date Posted
Today
New!Remote Work Level
100% Remote
Location
Remote in TX
Job Schedule
Part-Time
Salary
We're sorry, the employer did not include salary information for this job.
Categories
Administrative, Appointment Setter, Data Entry, Event Planning, Marketing
About the Role
Title: Part-Time Practice Marketing Associate (Frisco, TX)
Location: Remote Texas - United States
Job Description:
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.
Responsibilities
- Assists with processing massmailings.
- Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.
- Sendsprospectiveandexistingclientsintroductoryletters,marketingmaterials,thankyou letters, requests forreferrals, etc.
- Coordinatesseminarsincludingscheduling,roomset-up,menuplanning,audiovisualaids,and marketingmaterials.
- Setsupandconfirmsappointments.
- Obtainsandmaintains“leads”lists.
- Updates client relationship managementsystem.
- Performs a variety of administrative functions, including dataentry.
- Performsotherdutiesandresponsibilitiesasassigned.
Education/Experience Requirements
- High School Diploma or equivalent and one year’s related work experience preferred.
Licenses
- None
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Remote
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
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.