Executive & Operations Coordinator

Tampa, FL (Remote)

$55K/yr – $70K/yrMid LevelFull time

Posted 4 months ago

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Job Summary

Drive executive support and admin tasks for the CEO with calendar, materials, and CRM upkeep.

  • Must-have: Proficiency with Microsoft Office and CRM maintenance.
  • Standout: Exposure to leadership and growth opportunities within MEG, Inc.

Job Description

Responsibilities

  • Provide direct administrative support to the CEO (calendar coordination, scheduling, and general administrative duties)
  • Assist with internal marketing initiatives and project coordination
  • Create internal reports
  • Create & update PowerPoint presentations for the CEO
  • Prepare materials and logistics for sales meetings and presentations
  • Set appointments and coordinate meeting schedules
  • Manage the CEO’s calendar
  • Maintain and update CRM/database records to ensure accuracy
  • Support the team during sales events, including planning and execution
  • Assist with various industry-specific operational and marketing tasks

Requirements

  • Bachelor’s degree
  • Intermediate to Advanced proficiency in Microsoft Office Suite
  • (Outlook, Excel, PowerPoint, Word, and OneNote)
  • Typing speed of at least 55 WPM
  • Candidates will complete a typing test during the hiring process
  • Ability to work fully remotely
  • Strong organizational and time management skills
  • Excellent written and verbal communication
  • Ability to prioritize multiple projects in a fast-paced environment
  • Exceptional attention to detail

Nice To Have

  • Experience with project management
  • CRM experience
  • Prior client-facing or administrative support experience
  • Social media marketing

Benefits

  • 401(k) match: 4% after 1 year of employment
  • Generous PTO policy
  • Health insurance reimbursement to help cover premiums
  • Annual bonus opportunity
  • Exposure to leadership and growth opportunities within the company
MEG, Inc. logo

MEG, Inc.

MEG is a marketing firm dedicated exclusively to elevating financial advisors. Our approach to financial marketing has made us a prominent authority throughout the national advisor community. MEG's client list extends from coast to coast and reads like a "who's who" of the financial services industry.We’ve been in business for over 10 years, leveraging data-driven strategies to craft impactful marketing campaigns across seminars, television, radio, and beyond, creating a track record of driving over $1 billion in production for our clients. We've trained thousands of financial advisors, helping them elevate their practices to new levels of success. We are one place for all financial marketing needs and provide expert industry-specific advice.At MEG, we transform marketing into a powerful tool for growth, ensuring our clients achieve unparalleled success in the competitive financial landscape.Why MEG: * Industry-Specific Coaching and Consulting * Branding Development* Seminar and Webinar Training* Turnkey Television Production* Database Marketing* Public Relations* Creative Services* Video Production* Web Design and Development

Founded in 2013
Tampa, Florida, USA
7 employees (2 in marketing)

Traffic Signals

Monthly Visitors
417

Headcount Trend

Current headcount: ~7

Marketing Team

Marketing Team Size
2 (29% of company)