Job Description Summary

Job Description

Responsibilities:

Assists with processing mass mailings.

• Contacts prospective and existing clients to offer services or invite them to seminars.

• Sends prospective and existing clients introductory letters, marketing materials, thank you letters, requests for referrals, etc.

• Coordinates seminars including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.

• Sets up and confirms appointments.

• Obtains and maintains “leads” lists.

• Updates client relationship management system.

• Performs a variety of administrative functions, including data entry.

• Performs other duties and responsibilities as assigned.

Skills:

• Operating standard office equipment and using required software applications to produce

correspondence, reports, electronic communication, spreadsheets, and databases

• Gathering, compiling and updating information and maintaining distribution lists

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing

priorities and deadlines in a fast-paced work environment.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Provide a high level of customer service

Education/Previous Experience

• High School Diploma or equivalent and 0-2 years in general office experience in a financial

services environment or related work experience required.

• OR ~

• An equivalent combination of experience, education, and/or training as approved by Human

Resources.

Licenses/Certifications

• None required

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. 

We expect our associates at all levels to:
•  Grow professionally and inspire others to do the same
•  Work with and through others to achieve desired outcomes
•  Make prompt, pragmatic choices and act with the client in mind
•  Take ownership and hold themselves and others accountable for delivering results that matter
•  Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates.  When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.