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Essential Duties and Responsibilities:

+ Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often includes adapting existing materials to fit existing needs.

+ Assists in implementing marketing strategies by coordinating the creation and production of marketing and communications materials. May coordinate trade show exhibits and oversee the distribution of marketing literature.

+ May coordinate the organization, maintenance and updating of customer and investment product and service information on the organization’s intranet system.

+ Provides basic consulting to clients in order to resolve immediate questions and/or requests.

+ Assists in intake process for projects and building project plans.

+ Assists in preparing marketing analytics, budget information or other general reports.

+ Conducts basic marketing research and compiles results for projects, as assigned.

+ Coordinates the creation and production of marketing and communications materials through the internal marketing agency.

+ Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests.

+ May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency.

+ Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of:

+ Principles and practices of customer relations, marketing and communications.

+ Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation.

+ Fundamental investment concepts, practices and procedures used in the securities industry.

Skill in:

+ Creating and maintaining project documentation and communications.

+ Coordinating projects, communicating changes and progress, and completing projects on time and budget.

+ Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively.

+ Demonstrating accuracy and thoroughness while applying feedback to improve performance.

+ Completing tasks on time or notifying the appropriate person with an alternate plan.

+ Collecting, researching and analyzing data.

+ Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, data base and internet reference service applications.

+ Conducting research using the Internet and other resources, compiling results and preparing reports.

Ability to:

+ Communicate effectively, both orally and in writing, with all organizational levels.

+ Work independently and manage multiple projects with changing priorities in a fast-paced environment.

+ Provide a high level of customer service.

+ Identify and resolve problems in a timely manner.

+ Work well in group problem solving situations.

+ Continuously build knowledge and skills in project management.

+ Respond promptly to customer needs, respond to requests for service and assistance and meet commitments.

+ Read and interpret written information.

+ Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process.

+ Deal with frequent change, delays, or unexpected events.