Marketing / Practice Coordinator

Doble LeBranti Financial Group, LLC
Job Description
Summary of responsibilities
This position is responsible for assisting a group of independent financial advisers and staff with tasks related to operations – overseeing business and paperwork flow, client service tasks in office and at broker/dealer – and marketing - day-to-day marketing and public relations tasks, building the company “brand”, press releases and relationship management with the firm’s business partners.
Principal responsibilities           
  • Develop core processes for tracking business and handling paperwork
  • Regularly review broker/dealer related news items, technology updates, and e-mail communications; report pertinent information back to the advisors and staff weekly
  • Create a service matrix for all clients and business partners of the firm
  • Manage all compliance related activities for the firm
  • Make suggestions to systematize and improve firm’s marketing and operational tasks
  • Participate in training and educating staff
  • Proactively keep advisors and staff aware of incomplete or unresolved tasks
  • Work with broker/dealer on solving client and account related problems
  • Produce client applications and required paperwork as needed
  • Manage withdrawals and additions for all clients
  • Become proficient with firm’s Contact Management System
  • Manage and update the firm’s website
  • Manage and complete tasks on the advisor’s marketing calendar
  • Coordinate all aspects of the firm’s annual marketing events
  • Coordinate production and delivery of client newsletter
  • Identify and target prospects for the firm’s marketing activities
Required knowledge/skills/competencies
  • Ability to work independently and differentiate between matters that should be handled alone versus those that require advisor assistance
  • A conscientious nature and strong interpersonal skills
  • Strong organizational skills
  • Ability to identify and solve problems
  • Ability to use multiple technology and Social Media platforms
Contact Information

Mark Your Calendar

View All Events ยป

Download the Mobile App

membersPlus LogoApple Store LinkAndroid Store Link

Our Community

Photo Gallery

News Releases