Job Description Summary

Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures are provided to perform routine standardized tasks.

Job Description

Responsibilities
• Carry out simple marketing tasks and provide support to others.
• Carry out simple brand management tasks and provide support to others.
• Assess compliance with established standards and protocols for parts of routine inquiries.
• Play a part in evaluating and mitigating operational risks under direct supervision.
• Carry out basic project tasks.

Skills
• Use understanding of the business environment and objectives in developing solutions.
• Deliver required services to clients to the required standards.
• Utilize marketing automation platforms, content management systems (CMS), social media management tools, marketing analytics platforms, and other relevant marketing technologies to execute marketing campaigns, manage customer data, personalize marketing efforts, measure marketing performance, and optimize the marketing budget.
• Create reports, and review reports created by others, for various audiences as relevant, in a lucid and effective manner, keeping in mind the purpose of reports.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 4 to 6 months

Certifications

Travel

Less than 25%

Workstyle

Resident

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.

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