Job Description

Marketing Assistant Needed in Carpinteria, CA (in-person)

Financial Industry

Direct Hire Role

Excellent Benefit Package

Pay Range: $50k - $54k/year

Monday - Friday 8am - 5pm

Summary:

The Marketing Assistant position is designed to be an entry level role leading into the Marketing Coordinator position. We are looking for candidates who have a passion for the financial industry and are interested in learning and growing with us. You will have the opportunity to learn from experienced staff, take on new projects and learn a variety of systems. This important and distinct role within the Marketing team requires supporting and providing quality assurance and procedural support to various members. The ideal candidate is highly organized, flexible, and able to work independently and reliably on multiple projects within strict time frames. A demonstrated ability to multitask, prioritize projects and work within a team environment is a must.

Company's proprietary marketing solutions span multiple mediums and channels, supporting the needs of our independent financial advisor partners. The Marketing Assistant will help coordinate various tasks essential to supporting advisors with their marketing needs. Regular duties include tracking, routing and processing templated marketing material, coordinating the monthly winners circle communication, interacting with third party administrators, communicating with advisors in the field, and providing support to the Marketing Coordinators.

This position reports directly to the AVP, Marketing, providing additional support to the FVP of Marketing, the marketing team, internal clients, and select advisors working in the field.

Competencies Required:

· B.A. or B.S preferred

· Experience with marketing, communication and/or psychology emphasis a plus

· Some prior experience in a business environment is preferred.

· A strong interest in the financial industry

· Financial services and/or retirement planning experience preferred from outside or through Service Center

Responsibilities:

· Track and route all customized business development marketing campaign material for individual advisors, FC advisors and strategic distribution groups

· Track and coordinate all one-off material in coordination with the associated advisor/financial center

· QA and make recommendations on campaign material

· Process monthly Winners Circle for top performing advisors

· Work with TPAs to direct clients to the appropriate advisor based on employer

· Assist in coordinating and planning business development marketing campaigns

· Customer-centric focus

· Clear communication and active listening

· Inquisitive information seeking: Exhibit curiosity and a commitment to understanding.

· Quality assurance: Attention to details and process accuracy.

· Analytical thinking: Understanding the interdependence of different parts within the system.

· Effective time management: Ability to meet established deadlines.

· Resilience: Quickly recover from setbacks and learn from mistakes.

· Collaborative team building: Work seamlessly in a team environment, fostering collaboration.

· Accountability: Take ownership of projects from initiation to completion.

Administer and fulfill state educational and nonprofit associations conferences for FCs, including coordination of exhibition, speaking proposal submission, attendees pre and post physical/digital mailings and marketing materials and assist in creating marketing material. Coordinate promo store, database coordination.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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