Marketing & Events Assistant

Responsibilities

• Support the planning, coordination, and execution of educational seminars, workshops, webinars, and client appreciation events.
• Coordinate event-related communications, invitations, presentations, signage, and promotional materials.
• Provide onsite event support, including setup, attendee experience, and event execution.
• Track event details, maintain accurate records, and assist with post-event reporting.
• Collaborate with the events and marketing team to identify opportunities to improve event processes and experiences.
• Design and update marketing materials, including direct mail, social media graphics, event invitations, brochures, and client communications.
• Ensure all creative materials align with company brand standards and messaging guidelines.
• Maintain marketing collateral, promotional materials, and inventory.
• Support the development of new creative concepts and campaign materials.
• Develop clear, professional, and engaging content for marketing materials and digital communications.

Requirements

• 2+ years of experience in marketing, event coordination, communications, or a related role.
• Strong organizational skills and ability to manage multiple projects simultaneously.
• Demonstrated graphic design experience with proficiency in Canva and/or Adobe Creative Suite.
• Excellent written communication, editing, and proofreading skills.
• Strong Microsoft Office skills, particularly PowerPoint, Word, and Excel.
• Experience coordinating events, managing logistics, or supporting event execution.
• Exceptional attention to detail and commitment to producing high-quality work.
• Ability to work independently, take initiative, and meet deadlines.
• Strong interpersonal skills and a collaborative, service-oriented mindset.
• Willingness to attend and support events onsite, including some evenings and occasional weekends.

Preferred

• Bachelor's degree in marketing, communications, or a related field.
• Experience in financial services, wealth management, or another professional services environment.
• Experience with Salesforce or similar CRM platforms.
• Familiarity with email marketing platforms and digital communications.
• Experience creating client-facing marketing materials and presentations.
• Familiarity with AI-powered marketing and productivity tools.
• Experience supporting multiple events or campaigns simultaneously.

Benefits

• A supportive, collaborative team environment.
• Opportunities for professional development and growth.
• Competitive compensation and benefits.
• Exposure to diverse marketing initiatives, creative projects, and events.
• The opportunity to contribute to a growing, mission-driven organization.