Practice Marketing Associate (Boca Raton, FL)

About the Role

Key Responsibilities

• Assists with processing mass mailings and sends marketing materials, introductory letters, thank you letters, and referral requests to prospective and existing clients.
• Contacts clients to offer services or invite them to seminars.
• Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
• Sets up and confirms appointments with clients.
• Obtains and maintains 'leads' lists and updates the client relationship management system.
• Performs a variety of administrative functions, including data entry.
• Performs other duties and responsibilities as assigned.

Requirements

• High School Diploma or equivalent and 0-2 years of general office experience in a financial services environment or related work experience.
• Knowledge of company's working structure, policies, mission, and strategies.
• Basic principles and practices of customer relations, marketing, and communications.
• Skill in operating standard office equipment and using required software applications.
• Ability to organize, manage, and track multiple detailed tasks with changing priorities and deadlines.
• Effective communication skills, both orally and in writing.

Nice to Have

• Bachelor's degree in Accounting, Business Administration, or Finance.
• Experience in a financial services environment.

Qualifications

• High School Diploma or equivalent.
• 0-2 years of office experience in a related environment.

Benefits & Perks

• Not explicitly specified in the description.