Relationship Development Associate

Job Description

Salary:

Are you ready to join an amazing team at a company that's growing and thriving? At Old North State Trust, we live by our core values and create an affirming culture where everyone feels valued. We invest generously in our employees' learning and development, ensuring you have the tools to succeed and grow. Our fun employee meetings, outings, and recognition programs make every day enjoyable. Plus, we actively support local non-profits and community service activities, so you can make a difference while working with a fantastic group of people. We're looking for passionate candidates to join our organization. With competitive pay and outstanding benefits, Old North State Trust is the place to be!

Come be a part of something special!

As a Relationship Development Associate, you will perform a wide variety of tasks in support of the Relationship Development team and clients, including:

Interacting daily on the phone and in person with prospects, referral sources, and internal team members

Assisting in creating, editing, and managing consistent content for websites, social media platforms, and newsletters

Assisting in scheduling and coordinating business development meetings, events, and networking opportunities and/or travel arrangements

Providing administrative support to the Relationship Development team as needed

Maintaining organized records of prospect interactions and business development activities

Being the point of contact for communications and meeting management of the Relationship Development Team

Helping track marketing performance metrics and preparing reports on campaign effectiveness (e.g., Google Analytics)

Project management as needed

Coordinating and communicating conference logistics, including ordering and tracking swag

Assisting in creating, editing, and managing content for websites, social media platforms, and newsletters

Assisting in preparing reports on business development activities, progress, and key performance indicators

Supporting ongoing prospect and client communication and engagement efforts, including recurring newsletter distributions

Conducting industry and market research to support growth strategies as needed

Maintaining and updating systems/spreadsheets to track leads, opportunities, and follow-ups

Supporting the preparation of proposals, presentations, and relationship development communications

The ideal candidate will have:

Ability to multitask, prioritize, and manage time effectively

Proactive, team-oriented attitude with a commitment to professionalism and confidentiality

Strong attention to detail and organizational skills

Proficiency in LinkedIn and other social media outlets

Strong written and verbal communication skills

Experience with Microsoft Office (Word, Excel, PowerPoint)

Associate or bachelors degree or relevant experience in business, marketing, communications, or a related field

Experience with marketing tools such as Canva is appreciated

Old North State Trust, based inLexington, NC, specializes in investment, trust, and estate services. We offer a competitive compensation, robust set of health, dental, vision, life, and disability plan offerings, 401(k), paid vacation, and holidays.

EOE/Everify

Full-time