Practice Marketing Associate-Newtown, PA

Raymond James Financial, Inc. · Newtown, PA, United States

Location
Newtown
Job Type
Full-time
Posted
July 01, 2026

Job Description

**Responsibilities**

+ Assists with processing massmailings.
+ Contactsprospectiveandexistingclientstoofferservicesorinvitethemtoseminars.
+ Sendsprospectiveandexistingclientsintroductoryletters,marketingmaterials,thankyou letters, requests forreferrals, etc.
+ Coordinatesseminarsincludingscheduling,roomset-up,menuplanning,audiovisualaids,and marketingmaterials.
+ Setsupandconfirmsappointments.
+ Obtainsandmaintains“leads”lists.
+ Updates client relationship managementsystem.
+ 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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