Part-Time Practice Marketing Associate - Washington, D.C.

100 Raymond James & Associates, Inc.; Washington (District of Columbia); Hybrid; USD 31,000 - 45,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Critical illness & accident insurance

Disability benefits

Retirement savings plan

Paid time off (vacation, holidays, and

Sick leave

Parental leave

Job summary

Raymond James & Associates, Inc. is seeking an entry-level Administrative Assistant to support financial advisors with marketing efforts and client outreach. You will handle seminar logistics, correspondence, and lead management, while maintaining CRM data and performing routine admin tasks.

Ideal candidates have a high school diploma and 0–2 years in a financial services setting; hybrid work is available and benefits accompany the role.

Qualifications

• High school diploma or equivalent with 0–2 years in general office experience in financial services.

Responsibilities

• Contact clients to offer services or invite to seminars.
• Send introductory letters, marketing materials, thank-you letters, and referral requests.
• Coordinate seminars: scheduling, setup, menus, AV, and materials.
• Set up and confirm appointments.
• Obtain and maintain leads lists.
• Update CRM system.
• Perform administrative tasks including data entry.
• Perform other duties as assigned.

Skills

Office software

CRM familiarity

Data entry

Customer service

Time management

Education

High School Diploma

Financial services background

Tools

None

Job description

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

• 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 ~

Licenses/Certifications

• None required

Education

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

Work Experience

General Experience - 4 to 6 months

Salary Range

$45,000.00-$31,200.00

Travel

Less than 25%

Workstyle

Hybrid

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.

• 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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

We are committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.

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