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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.

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.

Skill 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: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Resident

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.

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