Swofford Financial Job Posting .pdf

File information


Original filename: Swofford Financial Job Posting.pdf
Author: Aleen Swofford

This PDF 1.5 document has been generated by Microsoft® Word 2013, and has been sent on pdf-archive.com on 05/05/2015 at 14:03, from IP address 76.114.x.x. The current document download page has been viewed 466 times.
File size: 285 KB (2 pages).
Privacy: public file


Download original PDF file


Swofford Financial Job Posting.pdf (PDF, 285 KB)


Share on social networks



Link to this file download page



Document preview


Marketing Coordinator
Executive Assistant
Summary / Purpose of Position:
Financial Planning firm seeks a highly-energized, positive, confident, marketing-oriented
individual who can multi-task and thrive in a busy environment. The candidate will assist
Swofford Financial with developing, coordinating, and implementing a marketing program to
attract, retain, and service our Ideal Clients. Must be professional in appearance and manner
with strong communication and technology skills.
Primary Goal:
To maintain all existing Ideal Client relationships and to attract additional prospective Ideal
Clients.

Duties & Responsibilities
Marketing, Lead Generation, & Compliance:















Actively participate in developing the firm’s “Growth Initiative” program and marketing
campaigns and activities.
Develop, coordinate, and implement our multi-touch 12-month “Marketing Calendar”.
Manage and implement our “Client Advocacy Program” to encourage referrals from
existing clients.
Coordinate client and prospect newsletters and other marketing pieces.
Produce and manage “Client Education Events” and “Client Appreciation Events”.
Manage and track all aspects of prospect relations from inception (referrals and client
events) through the scheduling of Initial Client Interview meetings.
Schedule appointments with clients and prospects utilizing the firm’s CRM software.
Review and coordinate all web, social media, electronic, and printed marketing
materials with team and various regulatory agencies.
Send out client greeting cards and gifts (birthdays, anniversaries, weddings, etc.).
Develop and implement strategic alliance programs with our “Preferred Professional”
relationships.
Monitor all outgoing marketing correspondence for compliance purposes.
Work closely with regulatory authority on reviews and approvals of marketing materials.
Maintain marketing and advertising materials including event information, procedures,
contacts, addresses, and forms.
Maintain written “Standard Operating Procedure” guides for each task.

Client Management:





Implement review schedule for existing clients and pre-emptively contact those clients
who are due for a review.
Maintain and coordinate the firm’s calendar and appointments with various team
members.
Prepare Initial Client Interview packets.
Maintain client contact system and meeting note transcriptions.

Position Requirements
The ideal candidate will possess the following skills:











Positive attitude with experience in a client-facing sales and marketing position.
Ability to work independently and efficiently to meet a varied schedule of deadlines.
Self-motivated, self-starter, detail-oriented and organized.
Creative thinking and experience in graphic design (Adobe InDesign, Photoshop,
Illustrator, etc.) a plus, but not required.
Experience in event planning and seminar management a plus.
Basic business correspondence including proper letter and email formats, and a strong
emphasis on grammar, punctuation, and spelling accuracy.
Excellent communication (oral and written), interpersonal, organizational, and
presentation skills.
Proficiency with multiple software applications and the ability to learn and retain
information relating to new software applications.
Ability to develop and manage a marketing budget.
Ability to define problems, collect data, establish facts, and draw valid conclusions in
order to refine and establish effectiveness of marketing efforts.

Work Schedule:
The Marketing Coordinator Executive Assistant is a full-time position. The candidate must have
flexibility to control his or her schedule to accommodate in-office as well as out-of-office client
event duties and responsibilities on a periodic basis.
Compensation:
The Marketing Coordinator Executive Assistant will receive base salaried compensation with
incentive bonuses based upon meeting and achieving goals, duties, and responsibilities of the
position. Additional position benefits negotiable and will be discussed.
Contact:
Ali Swofford, President – ali@swoffordfinancial.com, 865-690-0049


Document preview Swofford Financial Job Posting.pdf - page 1/2

Document preview Swofford Financial Job Posting.pdf - page 2/2

Related documents


swofford financial job posting
greencolumbusedjobdescriptionfinal2015 docx
associate estimator project manager with cad
slate z executive assistant summary
zachary t pritchett resume
front of house coordinator

Link to this page


Permanent link

Use the permanent link to the download page to share your document on Facebook, Twitter, LinkedIn, or directly with a contact by e-Mail, Messenger, Whatsapp, Line..

Short link

Use the short link to share your document on Twitter or by text message (SMS)

HTML Code

Copy the following HTML code to share your document on a Website or Blog

QR Code

QR Code link to PDF file Swofford Financial Job Posting.pdf