CRM & Operations Assistant

Calabasas, CA (On-site)

$22/hr – $25/hrIntern/New GradPart time

Posted 3 months ago

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Job Summary

Support marketing campaigns and office operations for a professional services firm, handling CRM tasks, events, and admin duties.

  • Assist with the execution of firm-approved marketing campaigns and initiatives
  • Must-have: Bachelor’s degree in Marketing or current enrollment in a related program
  • Standout: CRM data handling and general office-operations support

Job Description

Responsibilities

  • Assist with the execution of firm-approved marketing campaigns and initiatives
  • Maintain marketing calendars, checklists, and task tracking tools
  • Support event planning and coordination, including follow-ups and marketing logistics
  • Enter, update, and maintain CRM data accurately, including cleaning lists, managing tags, and following documentation standards
  • Support producers with routine marketing tasks and inquiries, escalating non-standard questions as needed
  • Answer, screen, and direct incoming phone calls professionally
  • Greet and welcome clients, guests, and vendors, maintaining a professional lobby
  • Schedule and manage meeting rooms, including conference setup and logistics
  • Receive deliveries, process outgoing shipments, and distribute incoming mail
  • Monitor office supply inventory and assist with ordering and restocking as directed

Requirements

  • Bachelor’s degree in Marketing or a related field preferred, or current enrollment in a Marketing or related degree program.
  • Strong attention to detail and organizational skills.
  • Comfortable following established processes and procedures.
  • Professional, friendly demeanor when interacting with clients, guests, and team members.
  • Excellent communication and problem-solving abilities.
  • Capacity to work independently, take initiative, and be a self-starter.
  • Basic proficiency with Microsoft Office and Outlook.
  • Reliable, punctual, and comfortable working in an on-site office environment

Benefits

  • Opportunity to grow your skills in marketing, CRM management, and office operations.
  • Supportive, team-oriented environment.
  • Hands-on experience in both administrative and marketing functions.
  • Career advancement opportunities