
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr