Marketing & Event Planning Specialist
Location: Avon Ohio
Employment Type: Full-Time On-site
Compensation: $60000 $75000 (Based on experience)
About the Opportunity
A well-established wealth management firm in Avon is seeking a creative organized and client-focused Marketing & Event Planning Specialist. This role is perfect for someone who thrives in a fast-paced environment enjoys wearing multiple hats and wants to make a meaningful impact on client experience.
This position blends marketing social media event planning and client service supporting the firms brand helping coordinate events and ensuring clients feel valued and well cared for. During quieter periods you will step in to support the client service team with administrative and client-facing tasks.
Key Responsibilities
Marketing & Social Media
Develop and execute a consistent social media strategy (LinkedIn Facebook Instagram).
Create engaging content including graphics posts and short-form videos.
Maintain and update the firms website and marketing materials.
Assist with newsletters email communications and branding initiatives.
Event Planning & Client Engagement
Plan and coordinate all client appreciation events seminars open houses and community activities.
Manage event logistics budgets RSVPs vendors and onsite setup.
Ensure events run smoothly and deliver an exceptional experience.
Client Service Support
Assist with answering phones scheduling meetings and greeting visitors.
Support the team with client follow-up paperwork and preparation for meetings.
Provide exceptional customer service with professionalism warmth and attention to detail.
Qualifications
Prior experience in marketing social media management and event planning required.
Strong customer service background with excellent communication skills.
Highly organized detail-oriented and capable of managing multiple projects at once.
Proficient with technology and comfortable learning new platforms (Canva CRM systems email marketing tools etc.).
No college degree required experience and professionalism matter most.
Why This Firm
Collaborative supportive team environment.
Opportunity to be creative and take ownership of marketing and event initiatives.
A role where no two days are the same a combination of strategic work and hands-on client interaction.
Competitive salary range of $60000 $75000 depending on experience.
Marketing & Event Planning SpecialistLocation: Avon OhioEmployment Type: Full-Time On-siteCompensation: $60000 $75000 (Based on experience)About the OpportunityA well-established wealth management firm in Avon is seeking a creative organized and client-focused Marketing & Event Planning Specialist....
Marketing & Event Planning Specialist
Location: Avon Ohio
Employment Type: Full-Time On-site
Compensation: $60000 $75000 (Based on experience)
About the Opportunity
A well-established wealth management firm in Avon is seeking a creative organized and client-focused Marketing & Event Planning Specialist. This role is perfect for someone who thrives in a fast-paced environment enjoys wearing multiple hats and wants to make a meaningful impact on client experience.
This position blends marketing social media event planning and client service supporting the firms brand helping coordinate events and ensuring clients feel valued and well cared for. During quieter periods you will step in to support the client service team with administrative and client-facing tasks.
Key Responsibilities
Marketing & Social Media
Develop and execute a consistent social media strategy (LinkedIn Facebook Instagram).
Create engaging content including graphics posts and short-form videos.
Maintain and update the firms website and marketing materials.
Assist with newsletters email communications and branding initiatives.
Event Planning & Client Engagement
Plan and coordinate all client appreciation events seminars open houses and community activities.
Manage event logistics budgets RSVPs vendors and onsite setup.
Ensure events run smoothly and deliver an exceptional experience.
Client Service Support
Assist with answering phones scheduling meetings and greeting visitors.
Support the team with client follow-up paperwork and preparation for meetings.
Provide exceptional customer service with professionalism warmth and attention to detail.
Qualifications
Prior experience in marketing social media management and event planning required.
Strong customer service background with excellent communication skills.
Highly organized detail-oriented and capable of managing multiple projects at once.
Proficient with technology and comfortable learning new platforms (Canva CRM systems email marketing tools etc.).
No college degree required experience and professionalism matter most.
Why This Firm
Collaborative supportive team environment.
Opportunity to be creative and take ownership of marketing and event initiatives.
A role where no two days are the same a combination of strategic work and hands-on client interaction.
Competitive salary range of $60000 $75000 depending on experience.
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