Operations & Marketing Specialist

3 weeks ago

Mobile, United States Peters Financial Full time

Company Description

Are you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management industry

Our independent firm has been in the Investment, Insurance, and Financial Planning business for over 40 years. We value providing the highest level of professionalism and service to our clients while building long-term, meaningful relationships with them. We view our clients as part of our extended family and are looking for someone who shares that same commitment to service to join our team.

Qualifications & Skills

  • Bachelor's or Associates degree required.
  • Minimum 3 years of marketing and social media experience.
  • Experience in the financial services industry preferred (not required).
  • Willingness to learn the fundamentals of the Investment Industry, Securities, and Insurance.
  • Ability to work independently and in a team environment
  • Experience interacting with clients in a professional manner, be it in person, on the phone, or over email.
  • Proficiency with Microsoft Outlook, Adobe, Canva, and CRM software.

Operational Responsibilities

  • Serve as the first point of contact for the company and greet clients that come into the office.
  • Answer multi-line phone with a friendly and professional tone, directing callers to the appropriate personnel.
  • Excellent calendar management skills.
  • Schedule and prepare documents for client review meetings.
  • Handle all incoming and outgoing mail.
  • Maintain an organized and efficient filling system.
  • Provide outstanding client service while demonstrating excellent problem-solving skills.
  • Practice active listening and rapport building to gain a thorough understanding of client needs while documenting client meeting conversations into the Client Relationship Management (CRM) platform.
  • Occasionally deliver paperwork to clients (mileage covered).
  • Ordering and stocking office supplies.
  • Assist advisors with other projects as needed.

Marketing Responsibilities

  • Manage/create content for all social media platforms (Facebook, LinkedIn & Instagram).
  • Monthly reporting to track progress and trends across social media platforms.
  • Manage company website and Google Business Page.
  • Assist supervisor with event planning and execution (client appreciation events, seminars, etc.).
  • Run monthly mailing/email campaigns.
  • Responsible for all advertising/sponsorship opportunities this includes updating ads with current partners and researching new opportunities.
  • Ordering and stocking marketing/promotional materials.
  • Attend bi-weekly meetings with our marketing partners to ensure we are on track with current goals and discuss new ideas/opportunities to improve/expand our marketing efforts.

Employee Benefits

Peters Financial values its team members and feels strongly that the best way to take care of your customers and your business is by first taking great care to ensure that your employees have an excellent work environment, generous pay, and great benefits. We strive to find the best people who align with our values and who want to build a lifelong career with Peters Financial and our clients. Below are just some of the benefits we provide our team members:

  • 401k & Profit Sharing
  • Health Insurance - BlueCross of Alabama
  • Dental & Vision Insurance - BlueCross of Alabama
  • PTO / Paid Time Off
  • Sick Leave
  • Paid Maternity Leave
  • Paid Holidays
  • and More

Integrity & Confidentiality

Working in financial services necessitates exposure to highly sensitive and confidential client financial and personal information. Given the serious nature of the financial services industry, as well as the confidentiality and integrity required, please be advised that anyone applying for this position must pass an extensive background check and drug screening. Professional references will be required and vetted. Protection of sensitive client and company information requires the use of non-disclosure and non-compete agreements. All of the above-mentioned are mandatory requirements of Peters Financial LLC.

by Jobble

  • Specialist Electronic Input Operator I

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a skilled Specialist Electronic Input Operator I to join our team. The ideal candidate will possess technical knowledge of data entry devices and specialized terminology/data in fields including environmental, legal, medical, and others. The Operator will be responsible for operating data entry devices to accurately record a variety of...

  • Specialist Electronic Input Operator II

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a skilled Specialist Electronic Input Operator II to join our team. The ideal candidate will possess full technical knowledge of data entry devices and specialized terminology/data in fields including environmental, legal, medical, and others. The Operator will be responsible for operating data entry devices to accurately record a...

  • Operations & Marketing Specialist

    4 weeks ago

    Mobile, United States Peters Financial, LLC Full time

    Company DescriptionAre you looking for a long-term stable position with excellent opportunities for career growth? Do you have a passion for providing excellent customer service and have exceptional attention to detail? We are looking for a highly motivated professional who is looking to grow their career in the financial planning and wealth management...

  • Visual Information Specialist

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a Visual Information Specialist to support a federal information management program in the Mobile, Alabama area. The Specialist is responsible for providing advanced technical knowledge and analysis in highly specialized applications and operational environments. This role involves conducting high-level functional systems analysis,...

  • Customer Service Representative

    21 hours ago

    Mobile, United States One Empire Inc - MOBILE MARKETING FIRM Full time

    One Empire Inc is an outsourced marketing agency looking for a full-time Entry Level Customer Service Representative to join our Mobile office on a permanent basis.You will work with our Marketing Associates and various product specialists, as well as mid-office and operations teams, to deliver a seamless and integrated experience to consumers across our...

  • Project Control Specialist Level I

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a highly skilled Project Control Specialists to join our team. The Specialists will apply project controls knowledge within the applied project management (PM) system to schedule project development, integration, and implementation. They will be responsible for developing work breakdown structures (WBS), scheduling cost and resource...

  • Project Control Specialist Level II

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a highly skilled Project Control Specialists to join our team. The Specialists will apply project controls knowledge within the applied project management (PM) system to schedule project development, integration, and implementation. They will be responsible for developing work breakdown structures (WBS), scheduling cost and resource...

  • Project Control Specialist Level III

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking a highly skilled Project Control Specialists to join our team. The Specialists will apply project controls knowledge within the applied project management (PM) system to schedule project development, integration, and implementation. They will be responsible for developing work breakdown structures (WBS), scheduling cost and resource...

  • Data Entry Operation Specialist II

    1 week ago

    Mobile, United States SGI Global, LLC Full time

    Job DescriptionJob DescriptionSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Mobile, Alabama.Data Entry Operation Specialists shall generally perform a standard 40-hour work...

  • Data Entry Operation Specialist II

    1 week ago

    Mobile, United States SGI Global, LLC Full time

    Job DescriptionJob DescriptionSGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Montgomery, Alabama.Data Entry Operation Specialists shall generally perform a standard 40-hour...

  • EMG Physician Integration Specialist

    3 days ago

    Mobile, United States Erlanger Inc Full time

    Description: Job Summary: The EMG Physician Integration Specialist serves as a communication and service support role among EMG physicians within the market area. The primary role of the Physician Integration Specialist is to develop and maintain strong relationships within EMG physicians and to build loyalty, drive physician engagement and strengthen...

  • Brand Marketing Assistant

    1 week ago

    Mobile, United States One Empire Inc Full time

    Job DescriptionJob DescriptionJoin our Mobile based team dedicated to conducting exceptional event experiences for our valued clients and the community. Since the inception of One Empire, we've successfully expanded our clients' brand presence and amplified their missions. To maintain our unwavering commitment to outstanding service and support,...

  • Brand Marketing Assistant

    1 week ago

    Mobile, United States One Empire Inc Full time

    Job DescriptionJob DescriptionJoin our Mobile based team dedicated to conducting exceptional event experiences for our valued clients and the community. Since the inception of One Empire, we've successfully expanded our clients' brand presence and amplified their missions. To maintain our unwavering commitment to outstanding service and support,...

  • Brand Marketing Assistant

    1 week ago

    Mobile, United States One Empire Inc Full time

    Job DescriptionJob DescriptionJoin our Mobile based team dedicated to conducting exceptional event experiences for our valued clients and the community. Since the inception of One Empire, we've successfully expanded our clients' brand presence and amplified their missions. To maintain our unwavering commitment to outstanding service and support,...

  • Brand Marketing Assistant

    1 week ago

    Mobile, United States One Empire Inc Full time

    Job DescriptionJob DescriptionJoin our Mobile based team dedicated to conducting exceptional event experiences for our valued clients and the community. Since the inception of One Empire, we've successfully expanded our clients' brand presence and amplified their missions. To maintain our unwavering commitment to outstanding service and support,...

  • Administrative Assistant I

    4 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking an Administrative Specialist I to play a crucial role in coordinating and managing administrative tasks within an information technology environment at a federal agency program in Mobile, Alabama. This position involves overseeing the collection and preparation of operating reports, budget expenditures, and statistical records of...

  • Administrative Assistant II

    3 weeks ago

    Mobile, Alabama, United States Library Systems & Services Full time

    LAC Federal is seeking an Administrative Specialist II to play a crucial role in coordinating and managing administrative tasks within an information technology environment. This position involves overseeing the collection and preparation of operating reports, budget expenditures, and statistical records of performance data. Additionally, the Administrative...

  • Specialist Electronic Input Operator I

    2 weeks ago

    Mobile, United States Library Systems & Services Full time

    Job DescriptionJob DescriptionLAC Federal is seeking a skilled Specialist Electronic Input Operator I to join our team. The ideal candidate will possess technical knowledge of data entry devices and specialized terminology/data in fields including environmental, legal, medical, and others. The Operator will be responsible for operating data entry devices to...

  • Marketing Specialist- Physicians Group

    6 days ago

    Mobile, United States USA Health Full time

    Overview: USA Health is Transforming Medicine along the Gulf Coast to care for the unique needs of our community. USA Health is changing how medical care, education and research impact the health of people who live in Mobile and the surrounding area. Our team of doctors, advanced care providers, nurses, therapists and researchers provide the region's most...

  • Marketing Specialist- Physicians Group

    2 weeks ago

    Mobile, United States USA Health Full time

    Overview: USA Health is Transforming Medicine along the Gulf Coast to care for the unique needs of our community. USA Health is changing how medical care, education and research impact the health of people who live in Mobile and the surrounding area. Our team of doctors, advanced care providers, nurses, therapists and researchers provide the region's most...