Marketing Support Lead

Position Responsibilities> Create and modify documents utilizing Microsoft Office including Word documents, Excelspreadsheets, PowerPoint presentations and databases> Type and word-process various documents and electronic information> Create financial and statistical tools and reports using spreadsheets> Manage, organize and update relevant data using database applications> Perform general clerical duties including but not limited to photocopying, faxing, mailing and shipping> Maintain hard and soft copy filing system> Support staff in assigned project work> Assume other duties as required and assigned> Participate in meetings, conferences and project team activities> Create Social Media content> Partner with back-office compliance in receiving approval of content> Client account updates and maintenance> Preparing and organizing monthly client correspondence report for compliance> Managing and updating social media sites> Creating marketing campaigns to assist in new client acquisitionRequired Skills and Experience> Knowledge of business and management principles involved in administration, resource allocation,human resources, leadership techniques and coordination of people and resources.> Clerical -- knowledge of administrative and clerical procedures and systems such as word processing,managing files and records, stenography and transcription, designing forms, and other officeprocedures and terminology> Exceptional oral and written communication skills> Excellent follow-up and follow-through capabilities> Personable, approachable with a positive attitude> Organized, meticulous, detail-oriented and able to multitask> Able to interact well with all employees> Able to exercise good judgment by recognizing urgency and setting priorities> Professional attitude, demeanor, and appearance> Able to work independently with good problem solving and time management skills> High degree of confidentiality and latitude> Proficient with Windows based software, including MS Word, Excel, PowerPoint> Knowledge of Redtail CRM system a plus> Strong understanding of investment business/products/services> Five or more years of prior financial services industry experience preferred; investment advisory firm,brokerage firm or mutual fund company a plus> Knowledge of Microsoft Office and telephone protocol> Full knowledge and ability to run social media and marketing campaignsLicenses> Educational and Professional Designations> BA/BS Degree from nationally recognized institution required recblid k7eb1z8a9lww7xvti3ys1oy5ocdyav