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Practice Marketing Associate (Fort Worth, TX)

Raymond James Financial, Inc., Fort Worth, TX, United States


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

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