Job Summary Under limited supervision, uses knowledge and skills obtained through education and experience to coordinate, monitor and assist in the implementation of marketing and communications tactics and projects. Performs entry to intermediate level project management analysis and/or project administration tasks. General guidelines are provided to perform a variety of tasks with some independent decision making responsibility. Responsible for basic client support, while triaging and/or directly addressing routine questions and solutions. Regular contact with internal and external stakeholders or clients is required to obtain, clarify or provide facts and information. Essential Duties and Responsibilities * Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often includes adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion. * Assists in implementing marketing strategies and plans by coordinating the creation and production of marketing and communications materials, including reviewing specifications and requirements; obtaining and preparing bids; and acting as a liaison with vendors. * Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management * May coordinate the organization, maintenance and updating of client, investment product, department offering and service information on the organization's intranet system. * Contributes to the development of tutorials, best practices and documentation for internal/departmental and/or external/client reference. * Provides basic consulting to clients in order to resolve immediate questions and/or requests * Identifies opportunities to respond to Requests for Proposal (RFP); and researches, prepares and tracks responses. * Manage intake process for projects; builds and executes project plans. * Assists in preparing financial information or other general reports. * Conducts basic marketing research and compiles results and insights for projects, as assigned. * Coordinates the creation and production of marketing and communications materials (including copy, layout, Web design and/or audio/visual material) through the internal marketing agency. * Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests. * May work with account managers and/or clients to review and test marketing deliverables against the project objectives, ensuring accuracy and brand consistency. * Assists marketing leadership with special projects related to timely business needs * Performs other duties and responsibilities as assigned. Knowledge, Skills, and Abilities Knowledge of * Principles and practices of customer relations, marketing and communications. * Basic concepts, practices and principles of project management methodology including project management, analysis, administration and documentation. * Fundamental investment concepts, practices and procedures used in the securities industry. Skill in * Creating and maintaining project documentation and communications. * Coordinating projects, communicating changes and progress, and completing projects on time and budget. * Communicating clearly and informatively, editing work for spelling and grammar, and presenting numerical data effectively; strong writing and analytical skills * Demonstrating accuracy and thoroughness while applying feedback to improve performance. * Completing tasks on time or notifying the appropriate stakeholder with an alternate plan. * Collecting, researching and analyzing data. * Exercising judgment and self-direction to independently complete projects and tasks. * Operating standard office equipment and using required software, including word processing, spreadsheet, graphics, data base and internet reference service applications. * Conducting research using the Internet and other resources, compiling results and preparing reports. Ability to * Communicate effectively, both orally and in writing, with all organizational levels. * Work independently and manage multiple projects with changing priorities in a fast-paced environment. * Provide a high level of customer service. * Identify and resolve problems in a timely manner. * Work independently as well as collaboratively within a team environment. * Continuously build knowledge and skills in project management. * Respond promptly to customer needs, respond to requests for service and assistance and meet commitments. * Read and interpret written information. * Support and explain the reasoning for decisions, as well as include appropriate people in the decision-making process. * Deal with frequent change, delays, or unexpected events. Educational/Previous Experience Requirements Education/Previous Experience * Bachelor's degree (B.A) in business, finance, marketing or a related field. * One year professional experience preferred. OR ~ * Any equivalent combination of experience, education, and/or training approved by Human Resources. Licenses/Certifications * None Required.