Marketing Assistant

Responsibilities

• LOCATION SEMINAR INVENTORY & EVENT READINESS
• Maintain accurate local inventory of all seminar materials, prospect packets, seminar booklets, booking resources, event totes, technology equipment, client touchpoints, and reusable supplies within the assigned office — monitoring levels continuously and following the established cycle: Monitor → Reorder → Confirm Delivery → Stock → Prepare. Inventory is not restocked reactively after an event reveals a shortage. It is managed proactively so no shortage is possible.
• Coordinate all replenishment needs with the Events Coordinator before shortages develop — communicating inventory levels, projected event needs, and lead time requirements clearly and early enough for orders to arrive before they are needed. The Events Coordinator should never learn that a location is short on materials at the seminar.
• Complete a documented pre-event readiness check before every assigned dinner seminar — confirming that materials, equipment, venue requirements, and personnel assignments are fully prepared before the team leaves the office. The standard is ready before departure, not problem-solving at the venue. A readiness check completed at the venue is not a readiness check.
• Proactively identify inventory shortages, equipment issues, printing problems, late deliveries, or any other concern that could affect event execution — resolve them where possible and escalate to the Events Manager early enough for leadership to intervene. The Events Manager should never learn about a preventable problem for the first time at the seminar.
• Maintain the inventory tracking record for the assigned location as a current, accurate document — updated after every event to reflect consumption, confirmed deliveries, and projected needs for upcoming events. This record exists so anyone can assess the location's readiness at any moment without having to ask.
• LOCATION ADMINISTRATIVE & OFFICE OPERATIONS
• Maintain the assigned Big Money Retirement office in a client-ready, professionally presented, and fully supplied state every business day — including lobby presentation, conference rooms, client-facing areas, marketing displays, printed collateral, and refreshment supplies for any client, any Advisor, any leadership visit, at any moment of the business day.
• Proactively identify anything in the office environment that is not at standard — a display that needs updating, a supply that is running low, a conference room that has not been reset, a lobby that does not reflect the firm's brand — and address it rather than waiting to be directed.
• Prepare all required prospect and client materials within the assigned location — including first-appointment packets, seminar follow-up materials, prospect folders, and Advisor meeting resources — ensuring all assembled materials are complete, correctly printed, professionally presented, and available on time. A first-appointment packet with a missing page or a misaligned insert is not a small detail. It is the firm's first impression in physical form.

Requirements

• 1-3 years of relevant experience.
• Event management experience or ability to strategize and execute events.
• Flexibility to work 1-2 nights per week with a flexible schedule.
• Social media and digital marketing experience.
• Public speaking experience or willingness to do so.