Marketing Coordinator

**The compensation range for this role is $50-60,000 annually**

Job Summary:
The Marketing Coordinator will play a pivotal role in maintaining organization within the marketing team and project managing initiatives. Join our team and be a key contributor in shaping the future of wealth management.

Job Responsibilities:

• Execute general administrative tasks for the Marketing Department
• Assist in wealth advisor onboarding and support activities, including:
• Creating bios and webpages
• Organizing wealth advisor headshots
• Preparing wealth advisor materials (including stationery, business cards, and swag)
• Provide event planning support
• Establish and manage the company’s social media calendar
• Develop and maintain the PR calendar and tracker
• Assist with internal communications
• Support administrative tasks (e.g., advertising budget tracking)

Requirements:

• Minimum of 3 years as an administrative assistant, team/marketing coordinator, or relevant experience (preferably in a marketing agency or financial services setting)
• Excellent written and verbal communication skills, with the ability to accomplish tasks effectively and efficiently – particularly in collaborating with internal team members across various disciplines and levels
• Ability to work both independently and as part of a team
• Strong organization, time management skills, and eye for design
• Meticulous attention to detail and accuracy
• Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is required; familiarity with HubSpot and Webflow is preferred