Practice Marketing Associate

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.