Marketing Coordinator Front Desk - Financial Firm - Palm Harbor
Marketing Coordinator Front Desk - Financial Firm - Palm Harbor
Posted on :
23-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 50000 - 65000
Vacancy
1 Vacancy
Posted on :
23-04-2025
Job Description
Marketing Coordinator & Front Desk
Imagine a world where a clients retirement isnt the end of the story but the beginning of a life full of joy purpose and dignity. At Simple Path Retirement were creating that world every single day. For highnetworth families women and business owners we simplify the complex and deliver clarity where it matters most: their financial future.
The Mission Youll Join
Youll join a team of elite professionals obsessed with delivering a whiteglove clients experience that is unforgettable. Youll work hand in hand with advisors and a dedicated operations team to ensure every touch point whether its a phone call or a client gift feels like magic.
The mission
To help good people live extraordinary lives in retirement with purpose and dignity. And youll be right at the heart of it.
How We Work
We go the extra mile every time.
We believe luxury is in the details.
We measure our success in gratitude not just growth.
Keep Reading Only If Youre Saying HECK YES!
Because we dont do average. We doexceptional.
We dont want someone looking fora job.
We want someone looking to make alasting impact.
The Role: MARKETING COORDINATOR & FRONT DESK
What Youll Do:
Youll lead the charge in creating unforgettable experiences for clients and prospects. Youll turn logistics into love and tasks into thoughtful touches that elevate our brand. Your role will ensure every detail calendars communication gifts events and office ambiance is executed flawlessly.
How You Help Us Win:
By ensuring our clients and prospects feel valued heard and deeply cared for at every step. Youll become the emotional heartbeat of the firm where planning meets purpose and precision meets passion.
You Will LOVE This Role If You Enjoy:
- Coordinating calendars and scheduling like a master chess player always three moves ahead.
- Responding to clients with grace empathy and confidence via phone email and text.
- Proactively reaching out to stalled leads and converting them into warm relationships.
- Managing our CRM like a pro ensuring no detail gets lost in the shuffle.
- Creating moments of delight with curated gifts thoughtful touches and beautifully executed events.
- Ensuring every client interaction feels seamless high touch and emotionally resonant.
Youre a High Achiever If You:
- Arepolished and personable with a gift for making others feel special.
- Are anatural relationship builderwho knows how to win hearts (and follow up like a pro)>
- Have animpeccable eye for detailand take pride in executing every task to perfection.
- Thrive on beingorganized systematic and techsavvy you love Apple products CRMs and keeping workflows clean.
- Areempathetic and serviceoriented always anticipating needs before theyre spoken.
- Areproactive resourceful and resilient you dont wait to be told what needs to be done you just do it.
- Hold yourself toelite standards you want to be a part of something meaningful not just clock in and out.
What you Get:
- Salary of $50000 $65000 BOE plus bonuses
- Fully paid health dental vision life & disability insurance
- $1400/year clothing allowance
- 401k profit sharing
- Generous PTO 14 paid holidays paid birthday day
- Paid lunches & unlimited snacks
- Professional training and career development
- Incentive trips team activities perks and other paid services
- An absolutely beautiful office environment youll be proud to walk into every day
Hours:
- Monday Friday: 8:30 am 5:00 pm
- Some event attendance
Are you ready to build something bigger than a career
Are you ready to be part of somethingexceptional
Are you ready to be part of somethingexceptional
Apply now and lets create extraordinary livestogether.
Presented by Advisor Employee Services.Thank you for your interest in the Marketing Coordinator & Front Desk role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1 of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Required Experience:
IC
Employment Type
Full-Time
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