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Practice Marketing Associate- Boca Raton, FL

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Raymond James Financial, Inc.
Full Time position
Listed on 2026-03-01
Job specializations:
  • Administrative/Clerical
    Education Administration
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Assists with processing mass mailings.

  • Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.

  • Sendsprospectiveandexistingclientsintroductoryletters,marketing materials,thankyou letters, requests for referrals, etc.

  • Coordinatesseminarsincludingscheduling,roomset-up,menu planning,audiovisual aids,and marketing materials.

  • Setsupandconfirmsappointments.

  • Obtainsandmaintains“leads”lists.

  • Updates client relationship management system.

  • Performs a variety of administrative functions, including dataentry.

  • Performsotherdutiesandresponsibilitiesasassigned.

Education/Experience Requirements
  • High School Diploma or equivalent and one year’s related work experience preferred.
Licenses
  • None
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Position Requirements
10+ Years work experience
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