Responsibilities

• Plan & execute events: coordinate client seminars, webinars, advisor-hosted events, volunteer initiatives, and internal employee gatherings.
• Support advisors: help organize personalized client events, handle logistics, invitations, vendor coordination, and post-event follow-up.
• Manage vendors & budgets: work with caterers, venues, and other suppliers to ensure seamless, cost-effective events.
• Marketing materials & campaigns: coordinate production of brochures, flyers, signage, and branded content; collaborate with digital marketing to align campaigns and messaging.
• Compliance oversight: submit marketing and event-related materials for Cambridge compliance review, track approvals, maintain centralized records, and stay current on regulatory changes affecting marketing in financial services.

Requirements

• 2+ years of experience in marketing, communications, event planning, or related roles (minimum 1 year preferred).
• Strong organizational and multi-tasking skills; able to manage multiple projects for several advisors simultaneously.
• Excellent written and verbal communication skills.
• Professionalism and client-focused mindset; comfortable working in a regulated, fast-paced environment.
• Self-starter who collaborates well with team members and advisors.

Preferred

• Experience with marketing platforms such as WordPress, social media scheduling tools, Adobe Creative Cloud, or Canva.

Benefits

• Work on a variety of exciting events and marketing initiatives.
• Collaborate with a small, supportive, and growth-oriented team.
• Opportunity to make a real impact on client experience and advisor success.
• Competitive salary and benefits in the Camp Hill area.
• 401k with a company match up to 4% after 3 months
• Health Insurance stipend up to $550 per month with proof of coverage after 3 months
• Paid Time off: Team Centered PTO, Birthday, Bereavement & Jury Duty after 3 months