EViE Financial is rapidly growing, holistic firm of financial planners and wealth managers in the DC metro area. EViE is looking to add an energetic, self-motivated, hardworking and extremely organized marketing professional to its team. As advisors in a boutique firm, we are seeking a candidate who is not only comfortable with but thrives in an environment involving various tasks across multiple aspects of the business. The RoleThe ideal candidate will have a strong sense of customer service and a background in events, marketing, or sales. This is a great position for someone who may be interested in pivoting to a career in the financial services sector. The ideal candidate is a highly self-motivated, self-sufficient, multi-tasker, who operates well in a low touch environment. This person enjoys interacting with new people, fostering relationships, and engaging with social media. The ideal candidate is a forward-thinking individual who engages data to help drive business and make strategic recommendations. The Marketing Coordinator has two core sets of responsibilities: Client Service & AdministrationA' .A' A' A' A' A' A' Maintain calendar of client meetings, events and due dates, following up regularlyA' .A' A' A' A' A' A' Keep EViE team members up-to-date on status of deliverables and deadlinesA' .A' A' A' A' A' A' Provide a high level of customer service to all EViE advisors"A cents " cents clients and prospectsA' .A' A' A' A' A' A' Schedule meetings with prospects/clients and ensure all materials are prepped and printed for the meetingA' .A' A' A' A' A' A' Maintain CRM with all client meetings, events, marketing campaigns and prospect informationA' .A' A' A' A' A' A' Perform basic data gathering, such as client activity and information searches A' .A' A' A' A' A' A' Occasionally attend client meetingsA' .A' A' A' A' A' A' Apply corporate image to all emails, cover letters and marketing material in order to maintain consistency in appearance and brandingMarketing & EventsA' .A' A' A' A' A' A' Maintain calendar of EViE advisor events and the coordinating events"A cents " cents budgetA' .A' A' A' A' A' A' Research and develop a calendar of proposed events that fit EViE advisors"A cents " cents objectivesA' .A' A' A' A' A' A' Manage vendor relationships, contract details and deadlines, and material prep and printingA' .A' A' A' A' A' A' Coordinate activities for onsite presence including booth management and related communication and activities for event sponsorshipA' .A' A' A' A' A' A' Attend all onsite events for EViE, helping to drive traffic and coordinate prospect signupsA' .A' A' A' A' A' A' Record all post-event details in CRM, tag event-related communication and add new prospectsA' .A' A' A' A' A' A' Perform basic data gathering to create post-event metricsA' .A' A' A' A' A' A' Social media management for Facebook, LinkedIn and EViE Financial websiteRequirementsA' .A' A' A' A' A' A' Bachelor"A cents " cents s Degree (Business, Finance, Communications, Marketing is a plus)A' .A' A' A' A' A' A' 3+ years"A cents " cents experience in a professional organization A' .A' A' A' A' A' A' Must be able to work two Saturdays per month for tradeshows & workshops (work week will be adjusted accordingly)A' .A' A' A' A' A' A' Event and/or Sales experience is a plusA' .A' A' A' A' A' A' Proficiency with Microsoft Office SuiteA' .A' A' A' A' A' A' Exceptional sense of customer serviceA' .A' A' A' A' A' A' Excellent verbal and written communication skillsA' .A' A' A' A' A' A' Self-Starter with the ability to work independentlyA' .A' A' A' A' A' A' Superior organizational skills; sets priorities; meets deadlines; and carefully proofs own workA' .A' A' A' A' A' A' A strong focus on detail and accuracy of workEViE Financial Group 9701 Apollo Drive, Suite 443Upper Marlboro, MD 20774O:A' 240-403-2666A' | C:A' 540-850-7090A' Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered throughA' Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.A' A' EViE Financial Group and Cambridge are not affiliated.A'