Marketing Associate
The Marketing Associate provides a combination of administrative, marketing, communications and sales support to our advisors.
About this role
Provides marketing support by:
- Distributing promotional and marketing materials
- Supporting the advisor in delivering marketing plans and strategies
- Organizing seminars and client events
- Managing social media presence (LinkedIn, Facebook and Twitter)
- Providing clients with engaging marketing communications materials
Provides compliance and regulatory support by:
- Submitting all client-facing materials for review
- Ensuring all marketing communications materials reflect current compliance regulations
Oversees office communications/documentation by:
- Processing incoming and outgoing mail and couriers
- Ensuring calls, faxes and emails are responded to in a timely fashion
- Maintaining office documents, paperwork and administration
- Co-ordinating fulfillment of advisor requests
- Processing and tracking office and advisor expenses
Facilitates sales and educational opportunities by:
- Helping prepare and package sales presentation content
- Overseeing client and advisor meetings
- Assisting with seminars: organizing, registering participants, distributing CE certificates
- Finalizing advisor travel arrangements
- Maintaining advisor schedules
Qualifications
- Excellent written and verbal communication skills
- Relevant marketing communications work experience
- Creative thinker with strong organizational skills
- Ability to take initiative, work independently and meet deadlines
- Experience managing office administration and expenses
- Knowledge of Microsoft systems: Word, Excel and PowerPoint
- Post-secondary education
