Marketing and Operations Coordinator

About the Role

We are seeking a highly organized, proactive, and creative Marketing & Event Coordinator to join our team at a retirement planning firm. This person will play an important role in our marketing efforts, seminar coordination, and client relationship management.

The ideal candidate is comfortable balancing creative marketing projects with detailed administrative responsibilities. We are looking for someone who takes initiative, communicates professionally, enjoys working with people, and can manage multiple projects while keeping everything organized and on schedule.

This position offers a variety of responsibilities, including social media management, video editing, email marketing, seminar planning, client follow-up, appointment scheduling, and potential executive administrative support.

Key Responsibilities

Marketing & Social Media

• Manage and create content for social media platforms.
• Edit and produce short-form videos and other marketing materials.
• Assist with developing and implementing marketing campaigns.
• Create and distribute email campaigns using Mailchimp.
• Track marketing activities and maintain organized records and reports.
• Help maintain a consistent and professional brand presence across platforms.

Seminar & Event Coordination

• Coordinate educational seminars and client events from start to finish.
• Research and book venues, coordinate event logistics, and manage scheduling.
• Communicate with venues and vendors to ensure events run smoothly.
• Manage seminar registrations, confirmations, and attendee communications.
• Coordinate pre-event reminders and post-event follow-up.
• Help ensure prospective clients have a positive and professional experience.

Client Relations & CRM Management

• Follow up with prospective clients before and after seminars.
• Schedule consultations and manage appointment calendars.
• Maintain accurate client and prospect information in Salesforce.
• Track follow-up activities and help ensure no prospective client falls through the cracks.
• Communicate with clients and prospects in a professional, courteous, and timely manner.

Administrative & Executive Support

• Provide general administrative support to the team.
• Assist with calendar management, scheduling, correspondence, and special projects.
• Maintain organized records, spreadsheets, and reports using Microsoft Excel.
• Help improve office processes and keep day-to-day operations running efficiently.
• Take on additional executive assistant responsibilities as needed.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Experience with social media management and content creation.
• Basic to intermediate video editing skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Experience with Salesforce, Mailchimp, or similar CRM and email marketing platforms is preferred.
• Ability to manage multiple priorities, meet deadlines, and work independently.
• Professional demeanor and strong interpersonal skills.
• A proactive, dependable, and solution-oriented approach to work.

Experience in marketing, event planning, client relations, or administrative support is preferred. We welcome candidates who are eager to learn, take initiative, and grow with our firm.

What We’re Looking For

We are looking for someone who is dependable, resourceful, and comfortable wearing multiple hats. You enjoy both the creative side of marketing and the logistical side of planning and organization. You follow through on commitments, anticipate what needs to be done, and take pride in creating a positive experience for clients and prospects.

Experience in financial services is a plus, but not required. Potential salary or alernative compesation with sales.

How to Apply

Please submit your resume and a brief description of your relevant experience with marketing, social media, video editing, event coordination, or administrative support. Examples of previous marketing or social media work are welcome.

Job Type: Part-time

Pay: $20.00 - $30.00 per hour

Work Location: Hybrid remote in Eagle, ID 83616