Workshop Coordinator and Marketing Assistant at Financial Integrators | Des Moines, IA | $23/hr – $28/hr

Financial Integrators

Workshop Coordinator and Marketing Assistant

Des Moines, IA (Remote)

$23/hr – $28/hrMid Level2+ years expFull time

Posted 5 weeks ago

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Job Summary

Own workshop operations and CRM-driven execution for government-benefit workshops, balancing promotion, logistics, and data hygiene across in-person and virtual formats.

Drive Workshop Promotion & Fulfillment: coordinate with coordinators and sponsors to promote workshops, ensure a solid attendance of government employees, and manage multiple promotions in parallel.
Manage Training Logistics & Execution: handle in-person and virtual training logistics, invitations, materials, evaluations, and data collection.
Maintain Operational Excellence: support CRM/workshop marketing system maintenance, keep prospect lists updated, and assist with social content creation and implementation.

Job Description

Drive Workshop Promotion & Fulfillment: work with and assist the Workshop coordinators to create compelling advertising to promote workshops; ensure all workshops have an adequate number of government employees in attendance; coordinate individual promotions with sponsoring professionals, managing multiple workshops in the promotion phase simultaneously.
Manage Training Logistics & Execution: ensure all aspects of in-person training workshops are seamlessly in place, including location, signage, attendance sheets, room set-up, and evaluation forms; manage all aspects of virtual trainings, including electronic invitations, presentation materials, introducing trainers and sponsors, final evaluations, and data collection.
Maintain Operational Excellence: assist the Senior Workshop Coordinator with the maintenance, relevance, and effectiveness of the CRM database and workshop marketing system; execute timely updates to all prospect lists stored in the database; work closely with the Senior Marketing Analyst to create materials, coordinate distribution, and assist with social media post creation and implementation.

High school diploma or GED. A Bachelor’s degree in business and/or marketing may be substituted for the required work experience.
2 years of experience working in a government benefit and education market.
2 years of experience in customer service.
Proven knowledge of CRM and marketing systems, with the ability to accept and implement change.
Excellent interpersonal skills, effective communication abilities, and strong problem-solving skills.
A proven self-starter and multi-tasker who can manage multiple relationships and tasks simultaneously in a remote work environment.

comprehensive medical, dental, and vision options
company-paid disability and life insurance
PTO, paid holidays, volunteer time off, and paid parental leave
401(k) plan
Employee Assistance Program for professional support

Financial Integrators

At Financial Integrators we believe many people lack professional guidance in an ever-growing complex financial world. We also believe that these same people are busier than ever, and desire simplicity.Does this sound like you?If so, let us show you a better way. At Financial Integrators our approach differs from others who focus on products or only on certain aspects of your finances. Instead, we take a holistic approach by serving as the 'concierge' for your financial needs. Out purpose is to bring financial order to your life.Our team of financial professionals has a broad set of complementary financial skills to help you succeed. With our team on your side, your financial goals will evolve from a general strategy to a fully integrated plan of action leveraging our diverse skills in financial planning, investment management, insurance, tax and estate planning strategies.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. Financial Integrators and Cambridge are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Founded in 2012

Coralville, Iowa, USA

71 employees (4 in marketing)

www.BFSfinancialplanning.com