📌 Core Information
🔹 Job Title: Practice Marketing Associate (Coral Gable, FL)
🔹 Company: Raymond James
🔹 Location: FL - Coral Gables - 2333 Ponce de Leon Blvd
🔹 Job Type: Full-time
🔹 Category: Financial Services
🔹 Date Posted: 2025-07-17
🔹 Experience Level: Entry-level (0-2 years)
🔹 Remote Status: On-site
🚀 Job Overview
Key aspects of this role include:
- Assisting financial advisors with marketing efforts
- Processing mass mailings and coordinating seminars
- Contacting prospective and existing clients
- Updating client relationship management system
- Performing administrative functions and data entry
ASSUMPTION: This role requires a high level of organization and attention to detail, as well as strong communication skills to effectively manage multiple tasks and client interactions.
📋 Key Responsibilities
✅ Assist with processing mass mailings
✅ Contact prospective and existing clients to offer services or invite them to seminars
✅ Send clients introductory letters, marketing materials, thank you letters, and requests for referrals
✅ Coordinate seminars, including scheduling, room set-up, menu planning, audio visual aids, and marketing materials
✅ Set up and confirm appointments
✅ Obtain and maintain “leads” lists
✅ Update client relationship management system
✅ Perform a variety of administrative functions, including data entry
✅ Perform other duties and responsibilities as assigned
ASSUMPTION: This role involves a significant amount of administrative tasks and client interactions, requiring strong organizational skills and attention to detail.
🎯 Required Qualifications
Education: High School Diploma or equivalent
Experience: 0-2 years in general office experience in a financial services environment or related work experience
Required Skills:
- Knowledge of company’s working structure, policies, mission, and strategies
- General office practices, procedures, and methods
- Basic principles and practices of customer relations, marketing, and communications
- Operating standard office equipment and using required software applications
- Gathering, compiling, and updating information and maintaining distribution lists
- Organizing, managing, and tracking multiple detailed tasks and assignments
- Communicating effectively, both orally and in writing, with all organizational levels
- Providing a high level of customer service
Preferred Skills:
- Previous experience in a financial services environment
- Bachelor’s degree in Business Administration, Finance, or a related field
ASSUMPTION: While a Bachelor’s degree is not required, it may be beneficial for long-term career growth within the company.
💰 Compensation & Benefits
Salary Range: $35,000 - $45,000 per year (Estimated based on industry standards for entry-level marketing associates in the financial services sector in Coral Gables, FL)
Benefits:
- Health, dental, and vision insurance
- 401(k) plan with company match
- Paid time off (vacation, sick, and holidays)
- Employee assistance program
- Tuition reimbursement
- Employee discounts on financial services
Working Hours: Full-time (40 hours per week), Monday-Friday, with occasional evening and weekend hours for events
ASSUMPTION: The salary range provided is an estimate based on industry standards and may vary depending on the candidate's qualifications and experience.
📌 Applicant Insights
🔍 Company Context
Industry: Raymond James is a diversified financial services firm providing investment and financial planning, capital markets, and asset management services to individuals, corporations, and municipalities.
Company Size: Raymond James has over 10,000 employees worldwide, providing a large and diverse work environment.
Founded: 1962, with a public company status since 1983
Company Description:
- Raymond James is committed to putting clients first and maintaining a culture of integrity, independence, and a conservative, long-term view.
- The company offers a people-first culture that values and respects the uniqueness, experiences, and backgrounds of all associates.
- Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Company Specialties:
- Personal Investing
- Capital Markets
- Banking
Company Website: http://www.raymondjames.com
ASSUMPTION: Raymond James' large size and diverse services may offer opportunities for career growth and advancement within the company.
📊 Role Analysis
Career Level: Entry-level (0-2 years of experience)
Reporting Structure: This role reports directly to financial advisors and may work closely with other marketing and administrative staff.
Work Arrangement: On-site, with occasional remote work for events and seminars
Growth Opportunities:
- Advancement to a full-time marketing role or other administrative positions within the company
- Expanding skills and knowledge through training and development opportunities
- Potential to work with multiple financial advisors and gain exposure to various aspects of the business
ASSUMPTION: This role may serve as a stepping stone to more advanced marketing or administrative positions within the company, depending on the candidate's performance and interests.
🌍 Location & Work Environment
Office Type: Corporate office environment
Office Location(s): 2333 Ponce de Leon Blvd, Coral Gables, FL 33134
Geographic Context:
- Coral Gables is an upscale suburban city located west of Miami, offering a mix of urban and suburban living
- The office is conveniently located near major highways and public transportation
- The area offers a variety of cultural, entertainment, and dining options
Work Schedule: Full-time, Monday-Friday, with occasional evening and weekend hours for events
ASSUMPTION: The Coral Gables location may offer a more laid-back work environment compared to the company's headquarters in St. Petersburg, FL.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screen with the hiring manager
- In-person or virtual interview with the hiring manager and potential team members
- Background check and reference check (if applicable)
- Job offer and onboarding
Key Assessment Areas:
- Communication skills and customer service orientation
- Organizational skills and attention to detail
- Problem-solving abilities and adaptability
- Cultural fit and alignment with company values
Application Tips:
- Tailor your resume to highlight relevant skills and experiences, such as customer service, administrative tasks, and marketing efforts
- Prepare for behavioral interview questions that focus on your problem-solving skills, communication abilities, and customer service experiences
- Research Raymond James' company culture and values to demonstrate your cultural fit and enthusiasm for the role
ATS Keywords: Marketing, Customer Relations, Communications, Data Entry, Administrative Functions, Lead Management, Event Coordination, Office Practices, Software Applications, Client Interaction, Detail Orientation, Time Management, Team Collaboration, Adaptability
ASSUMPTION: The interview process may place a strong emphasis on assessing the candidate's communication skills, customer service orientation, and cultural fit with the company.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Customer Relationship Management (CRM) software (e.g., Salesforce, Zoho CRM)
- Marketing automation tools (e.g., Mailchimp, HubSpot)
- Event planning and management tools (e.g., Eventbrite, Cvent)
ASSUMPTION: The specific tools and technologies used may vary depending on the department and team the candidate is assigned to.
👔 Cultural Fit Considerations
Company Values:
- Client-first
- Integrity
- Independence
- Conservative, long-term view
Work Style:
- Collaborative and team-oriented
- Adaptable and responsive to changing priorities and deadlines
- Detail-oriented and organized
Self-Assessment Questions:
- Do you have strong communication skills and a customer service orientation?
- Are you organized, detail-oriented, and able to manage multiple tasks and assignments?
- Do you thrive in a collaborative and team-oriented work environment?
ASSUMPTION: Candidates who demonstrate a strong fit with Raymond James' company values and work style are more likely to succeed in this role and within the company.
⚠️ Potential Challenges
- Managing multiple tasks and assignments with frequently changing priorities and deadlines
- Adapting to a fast-paced work environment with a high level of detail and accuracy required
- Occasional evening and weekend hours for events and seminars
- Potential exposure to sensitive client information and maintaining confidentiality
ASSUMPTION: These challenges can be mitigated by strong organizational skills, attention to detail, and effective communication with team members and clients.
📈 Similar Roles Comparison
- This role may differ from other marketing or administrative positions in the financial services industry in terms of the specific tasks and responsibilities required
- Raymond James' company culture and values may vary from other financial services firms, placing a stronger emphasis on client relationships and integrity
- Career paths within the company may offer opportunities for growth and advancement in marketing, administration, or other related fields
ASSUMPTION: Candidates should research similar roles within the financial services industry and consider their fit with Raymond James' company culture and values when evaluating this opportunity.
📝 Sample Projects
- Coordinating a client appreciation event, including venue selection, catering, and marketing materials
- Updating the client relationship management system with new client information and preferences
- Assisting with the preparation and distribution of marketing materials, such as newsletters, brochures, and promotional items
ASSUMPTION: These sample projects provide a glimpse into the day-to-day tasks and responsibilities required for this role.
❓ Key Questions to Ask During Interview
- What are the most important priorities for this role in the first 30, 60, and 90 days?
- How does this role support the overall marketing efforts of the firm, and how will my work contribute to the company's success?
- What opportunities are there for professional development and growth within the company?
- How does Raymond James support work-life balance for its employees?
- What is the typical career path for someone in this role, and what are the potential next steps after gaining experience in this position?
ASSUMPTION: These questions can help candidates better understand the role's expectations, the company's culture, and the opportunities for growth and development.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant skills and experiences, such as customer service, administrative tasks, and marketing efforts
- Prepare for behavioral interview questions that focus on your problem-solving skills, communication abilities, and customer service experiences
- Research Raymond James' company culture and values to demonstrate your cultural fit and enthusiasm for the role
- Follow up with the hiring manager one week after submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
