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
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