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Marketing Coordinator

Employer
EViE Financial Group
Location
Upper Marlboro, MD
Closing date
Nov 21, 2019
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 Role The 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 & Administration Maintain calendar of client meetings, events and due dates, following up regularly Keep EViE team members up-to-date on status of deliverables and deadlines Provide a high level of customer service to all EViE advisors clients and prospects Schedule meetings with prospects/clients and ensure all materials are prepped and printed for the meeting Maintain CRM with all client meetings, events, marketing campaigns and prospect information Perform basic data gathering, such as client activity and information searches Occasionally attend client meetings Apply corporate image to all emails, cover letters and marketing material in order to maintain consistency in appearance and branding Marketing & Events Maintain calendar of EViE advisor events and the coordinating events budget Research and develop a calendar of proposed events that fit EViE advisors objectives Manage vendor relationships, contract details and deadlines, and material prep and printing Coordinate activities for onsite presence including booth management and related communication and activities for event sponsorship Attend all onsite events for EViE, helping to drive traffic and coordinate prospect signups Record all post-event details in CRM, tag event-related communication and add new prospects Perform basic data gathering to create post-event metrics Social media management for Facebook, LinkedIn and EViE Financial website Requirements Bachelor s Degree (Business, Finance, Communications, Marketing is a plus) 3+ years experience in a professional organization Must be able to work two Saturdays per month for tradeshows & workshops (work week will be adjusted accordingly) Event and/or Sales experience is a plus Proficiency with Microsoft Office Suite Exceptional sense of customer service Excellent verbal and written communication skills Self-Starter with the ability to work independently Superior organizational skills; sets priorities; meets deadlines; and carefully proofs own work A strong focus on detail and accuracy of work EViE Financial Group 9701 Apollo Drive, Suite 443 Upper Marlboro, MD 20774 O: 240- - | C: 540- - www.eviefinancial.com Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. EViE Financial Group and Cambridge are not affiliated.

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