Marketing Coordinator
Marketing Coordinator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Summary
Apex Financial Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Apex Financial Group help our clients analyze their current situation develop in-depth financial programs and help them implement an integrated financial strategy.Thrivent Financial is a faith-based not-for-profit financial services organization with approximately 2.6 million clients. As the nations largest fraternal benefit society were here solely to help others. We help every day through the financial solutions we offer the client activities we support and the resources we provide to the Christian community and nonprofit organizations.
Position summary:
The Marketing Specialist position is responsible for coordinating overall marketing strategy with the practice. The Marketing Specialist reports to and is employed by Psalm 121 LLC./Apex Financial Advisors.
This position is part-time (up to 29 hours a week). Must reside in the Neenah Appleton or Oshkosh areas to be able to attend events hosted by the team. Can work remotely only if have dedicated private office space or will work out of the Appleton office. Compensation is $17/hr. Benefits provided after a 60 day probationary period are: 401 k with 3% nonelective and PTO.
Job Description
Position Roles/Responsibilities/Accountabilities
Plan and coordinate practice led events
Coordinate overall marketing strategy for the practice
Attend all client events greeting clients as they arrive
Track RSVPs prior and manage all event follow up
Oversee all practice social media
Interface with contacts to coordinate meetings mailings and other communications
Update CRM with client contact and preference information
Update CRM systems as needed
Answer all incoming calls and disperse them and any messages appropriately
Maintain internal mailing lists birthday card lists and monthly calling lists
Support the lead advisor with variety of functions and tasks
Other duties as assigned
Position Qualifications
Previous experience in customer service or marketing role
Strong communication and interpersonal skills
Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) or ability to learn
Basic understanding of our products services and Thrivent Financial
Competencies
Planning/Organizing
Client Focus
Communication
Interpersonal Skills
Teamwork and Collaboration
Adaptability/Flexibility
External/Internal Dependencies
Must be able to work with all roles of the Apex Financial Group
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations
Compliance and Regulatory
As part of Apex Financial Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting process. In addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
Required Experience:
IC
Employment Type
Part-Time
