Marketing Associate

Job Overview:

This position will provide daily administrative, product and marketing support to the internal wholesalers, external wholesaler, internal manager and director of internal sales. This associate uses knowledge of the investment industry to handle phone calls, manage sales campaigns, create reports, etc.

Job Responsibilities:

• Provide daily administrative support including but not limited to incoming calls, emails, faxes and mailings, copying, purchse requisitions, expense reports, sales reports, activity reports and surveys.
• Take incoming overflow calls and during department meetings from registered advisors answering questions on the Ivy Funds. Send appropriate literature to advisor upon request.
• Oversee stationary, supplies, and small literature inventory
• Manage the training manuals, process for new employees.
• Train, develop and manage the entire expense report process (reconciliation) for externals, internals and management.
• Design, prepare and distribute external call report weekly to senior management.
• Prepare and distribute quarterly performance measurements and incentives for the internal staff.
• Manage the attendance schedule for the internal staff.
• Process check requisition and appropriate documentation.
• Create and maintain mailing lists and coordinate all mass mailings.
• Interact with marketing to coordinate conferences.
• Familiarize new wholesalers with policies and procedures.
• Assist with the development of PowerPoint presentations.
• Special projects as assigned.
REQUIREMENTS
Skills and Experience needed:
• Minimum of 2-3 years experience in a business environment
• Series 6 preferred or obtained within 6 months.
• Able to handle multiple priorities/projects in a fast-paced environment
• Detail-oriented with exceptional organizational skills
• Excellent verbal & written communication
• Ability to interact with all levels of management
• General knowledge of the financial services industry, investment markets, mutual funds & other financial products
• Very proficient in Excel
• Proficient Microsoft Word and PowerPoint
• Knowledge of Siebel or ACS is a plus
• Experience with Access & Filemaker Pro desired
• Typing 50 wpm