Advisor Services and Marketing Coordinator

Responsibilities

• Coordinate onboarding and setup for new advisors
• Provide support for CRM systems, marketing tools, and advisor resources
• Assist advisors with marketing requests, branding questions, and technology support
• Maintain organized advisor records, documents, and operational processes
• Help ensure a consistent and professional advisor experience across the brokerage
• Manage and maintain Lofty CRM and related advisor support systems
• Assist with user setup, lead routing, campaigns, and database organization
• Monitor data quality and help maintain system integrity
• Provide basic troubleshooting and training support for advisors
• Coordinate creation and distribution of marketing materials

Requirements

• Previous experience in office administration, marketing, real estate, customer service, or a related field preferred
• Strong organizational and project management skills
• Excellent written and verbal communication abilities
• Proficiency with Microsoft Office, Google Workspace, and social media platforms
• Experience with CRM systems preferred (Lofty, Salesforce, kvCORE, or similar)
• Ability to manage multiple priorities while maintaining attention to detail
• Professional demeanor and commitment to providing exceptional service
• Self-starter who can work independently and proactively solve problems

Preferred

• Experience with CRM systems preferred (Lofty, Salesforce, kvCORE, or similar)
• Previous experience in office administration, marketing, real estate, customer service, or a related field preferred

Benefits

• Professional, collaborative work environment
• Exposure to marketing, technology, operations, and business development
• Paid time off