At Braun & Associates, we deliver personal wealth solutions as diverse as the clients we serve. We strive to understand our clients' unique goals and visions for themselves, their family, businesses and philanthropies – then create a strategic financial plan to put them on a path to achieve their financial objectives. Send us your resume and cover letter outlining why you think you are a good candidate for this role.
MARKETING SPECIALIST – PART TIME
Primary Responsibilities
NM CRM
- Prep reports monthly for Age Changes and Birthdays
- Assign calls to Agency Shared Scheduling Services
- Post case notes, assign tasks and calls
- Save reports to PDF for client meetings (1) Client Contact (2) Case Notes
MARKETING
- Send and log gifts; milestone birthdays (wine), weddings, babies, retirement, etc.
- Invite clients to HO and Agency events, webinars
- Send replays of HO webinars to select clients
- Look up clients on LinkedIn, and send invites to allow us to follow them on social media
- Prep Marketing materials and submit them to Marketing Materials Review at the HO
- Keep current with content from the Private Client Group Marketing Team
Qualifications
- Willingness to partner with financial services advisor with over 35 years of serving clients
- Excellent verbal and written communication skills with above average typing speed
- Proficient in Office 365 Suite, CRM Dynamics, LinkedIn/Sales Navigator and Adobe
- Experienced in posting content to social media
- Strong attention to detail and follow through
Ideal candidate can work 10-20 hours per week with a flexible schedule. Opportunity to complete some work remotely.
Send us your resume and cover letter outlining why you think you are a good candidate for this role.
