Process Trainee-Financial Advisory Support Role

Description

The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an advisors’ practice that differentiates advisors’ practices presence on the website & social media platforms. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Key Responsibilities

Enable and structure updates across multiple marketing tools being utilized as part of the process

Maintaining social media platforms (Facebook & LinkedIn) with relevant and timely posts

Updating team website when necessary

Enable Drip Marketing & Prospec...