**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. + Assists in implementing marketing strategies by coordinating the creation and production of marketing and communications materials. May coordinate trade show exhibits and oversee the distribution of marketing literature. + May coordinate the organization, maintenance and updating of customer and investment product and service information on the organization’s intranet system. + Provides basic consulting to clients in order to resolve immediate questions and/or requests. + Assists in intake process for projects and building project plans. + Assists in preparing marketing analytics, budget information or other general reports. + Conducts basic marketing research and compiles results for projects, as assigned. + Coordinates the creation and production of marketing and communications materials 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. + 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. + Demonstrating accuracy and thoroughness while applying feedback to improve performance. + Completing tasks on time or notifying the appropriate person with an alternate plan. + Collecting, researching and analyzing data. + 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 well in group problem solving situations. + 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.