We are looking for a Marketing Admin to join our team to immediately begin providing marketing support for our financial planning practice. The purpose of this position is to foster great relationships with current clients to retain them, encourage current clients to make referrals to our practice, and attract new clients so we can grow as a business.
The ideal candidate will consistently follow high standards of business and professional ethics as well as legal and regulatory requirements when dealing with others and/or performing work activities.
The position requires a professional appearance, friendly and positive attitude, and the ability to multi-task in a flexible fast paced environment.
Responsibilities
The Marketing Admin will be responsible for conducting all aspects of our marketing plan which includes, but is not limited to, the following functions: - Continuing to enhance our already excellent client experience system to provide clients with consistent and exceptional experience and service
- Managing event planning activities which include:
- Researching, planning & preparing to help execute all details of events
- Post-event follow-up including measuring and reporting against predetermined goals
- Presence expected at all client events when appropriate
- Assisting in developing annual marketing plan which will include assessment of prior year's plan and goals
- Maintaining Client Relationship Model to cultivate clients' total experience
- Sending all cards (birthday, sympathy, wedding, get well, holiday, etc.)
- Welcoming new clients to our practice and incorporating them into the Client Relationship Model which includes developing ongoing relationships with clients
- Responsible for maintaining necessary industry related relationships as they relate to marketing
- Maintaining websites and social media presence
- Responsible for E-mail marketing and mass communications
- Coordinating weekly Marketing Meetings and updating the office to the progress of the Marketing agenda.
Key Traits to a Successful Marketing Admin: - Ability to work in a tight and dynamic team
- Creativity
- Ability to take ideas and initiative to implement on them
- Strong interpersonal skills
- Direct attention to details is imperative
- Effective communication with clients and other advisors/staff
- Effective and efficient time management and organization
- Polite and clear phone manners
- Strong computer skills (Microsoft Excel, Word, PowerPoint, Photoshop skills are a plus)
- Positive attitude and sincere willingness to constantly learn and grow
- This position is subject to a criminal history background check and requires a signed Confidentially Agreement. Benefits are available.
Required Qualifications
- College degree desired but not required
- Experience in managing marketing initiatives and events greatly desired
- Some background or knowledge on the financial industry is helpful
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. |
