Process Trainee -Financial Advisory Support

About the role

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.

What you'll do

• 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 & Prospecting for advisor practices through LinkedIn
• Enable relevant research and development to consistently upscale/ upskill the service support and team of analyst(s)

What you need

• 0–2 yrs of experience
• Digital marketing
• Customer service
• MBA

Good to have

• Mutual funds
• Insurance