When you’re focused on running the business and serving Clients, marketing can sometimes take a back seat. Assigning the marketing function to a team member can be a helpful way to make sure it stays a priority. Work collaboratively to develop the plan, and rely on your assistant to execute.
Identify the role you’re looking to fill, what other accountabilities they may have, and the skills required to be successful. Use the following role descriptions as inspiration.
Sample Marketing and Administrative Assistant Role Description
Role Description
We are looking for a marketing and administrative assistant who will be responsible for:
- Marketing: Create and manage a marketing plan for attracting new business and remaining top of mind with clients.
- Client service: Deliver an exceptional client experience for current and potential clients who call or come into the office.
- Administration: Help to create a smooth, efficient, and compliant office ensuring a full and balanced advisor calendar of appointments creating sales opportunities.
Responsibilities
- Design, implement, and manage an annual marketing strategy including paid and organic strategies to build brand awareness and visibility
- Collect client feedback to measure satisfaction and identify opportunities to improve service
- Create and lead referral strategy with centers of influence
- Schedule appointments and manage client follow-up calls
- Provide fast, personalized client administrative services
- Greet and welcome visitors to the office and provide a seamless client experience
- Complete form processes through Head Office as permitted
- Manage the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance
- Manage office tasks such as filing, CRM updates, generating reports, presentation and set up for meetings
- Manage travel arrangements
- Manage advisor's workflow (preparation for client meetings, events, tasks, follow up, etc.)
- Support the advisor to create marketing / sales opportunities (mining client data, marketing efforts, client service proactive contact, etc.)
Required skills and competencies
Experience in financial services is an asset.
Interpersonal and team relationship skills
- Strong relationship-building skills
- Strong communicator, desire to be part of a team
- Willing to receive and provide constructive feedback to improve
Marketing skills
- Hands on experience in content management, copywriting, and design
- Solid knowledge of social media metrics, SEO, keyword research and Google Analytics
- Creative and able to translate complex ideas simply
- Superior written and oral communication skills
- Good time-management and organizational skills
Client service skills
- Pleasant and proactive approach with client first focus; enjoys customer service in a sales environment
- Strong verbal and written communication skills
- Is patient and composed under pressure
- Resilient, able to handle objections and challenges from clients
Administrative skills
- Attention to detail, thoroughness, accuracy
- Strong prioritization skills
- Strong keyboarding and computer skills
Personal reliability
- Action oriented – proactive, takes initiative, self-starter
- Good judgment and common sense
- High integrity and trustworthy
- Dependable and conscientious
Sample Social Media Manager Role Description
Role Description
We are looking for an experienced, creative, and results-oriented Social Media Manager to join our team. The Social Media Manager will be responsible for enhancing our brand and building our visibility online. They’ll own, implement, and manage the strategy from beginning to end to increase web traffic and drive client engagement.
Responsibilities
- Design, implement, and manage an annual social media strategy including paid and organic strategies to build brand awareness and visibility
- Create, maintain, and grow new and existing social networks, including LinkedIn, YouTube, Instagram, Google+, Twitter, and/or Facebook
- Write, design, edit, and curate content for our social media networks
- Ensure brand consistency in tone, voice and terminology across campaigns and social platforms.
- Define targets for key metrics and maintain results dashboard
- Analyse results to identify opportunities to implement new strategies to improve future initiatives and campaigns
- Research and stay current with the latest social media trends
- Supervise all aspects of social media interaction between clients and our social media platforms, and ensure a positive service experience
- Monitor SEO and user engagement and optimize content accordingly
- Ensure social media and website activity is compliant with corporate and compliance policies, Canadian Anti-Spam Legislation (CASL) and our Privacy Policy
Required skills and competencies
Experience in financial services is an asset.
Marketing skills
- Hands on experience in content management, copywriting, and design
- Solid knowledge of social media metrics, SEO, keyword research and Google Analytics
- Creative and able to translate complex ideas simply
- Superior written and oral communication skills
- Good time-management and organizational skills
Interpersonal and team relationship skills
- Strong relationship-building skills
- Strong communicator, desire to be part of a team
- Willing to receive and provide constructive feedback to improve
Personal reliability
- Action oriented – proactive, takes initiative, self-starter
- Good judgment and common sense
- High integrity and trustworthy
- Dependable and conscientious
After you hire someone, it’s important to still be present for the marketing conversations. We suggest meeting at least once a month to review upcoming campaigns, follow up with prospects who have seen your marketing, and ensure your marketing stays focused on reaching your business goals.
