Responsibilities

• Manage marketing compliance submissions from initiation to final approval, including reviewing materials, tracking status, and implementing required changes
• Review all outgoing marketing content such as emails, blogs, social media posts, and business cards for compliance, brand consistency, and proofreading accuracy
• Maintain organized records of compliance submissions, approvals, and related documentation
• Oversee the marketing request queue by intake of creative requests, assigning timelines, tracking deliverables, and providing status updates to requestors
• Serve as the primary point of contact for internal inquiries, routing messages appropriately and managing expectations proactively
• Support the progress of departmental projects by identifying potential roadblocks early and assisting in driving tasks to completion
• Guide financial advisors through the marketing request and approval process, ensuring compliance standards are met
• Manage onboarding materials for new hires, including email signatures, bios, business cards, and title approvals
• Communicate effectively and professionally with advisors and internal teams, including those with high expectations or strong personalities
• Assist in supporting marketing campaigns and perform administrative departmental tasks as needed

Requirements

• High school diploma required
• Minimum of 12 years of experience in administrative, operations, compliance support, or project coordination roles
• Experience in regulated industries such as financial services, legal, or healthcare is a strong plus
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with CRM systems, ticketing platforms, or shared work queues is preferred
• Client service or internal stakeholder management experience is advantageous
• Exceptional attention to detail and accuracy is mandatory
• Strong organizational skills with the ability to manage multiple projects and deadlines
• Excellent written and verbal communication skills, with the ability to set expectations professionally
• Process-oriented mindset with the ability to build systems and document procedures

Preferred

• Experience in regulated industries such as financial services, legal, or healthcare is a strong plus
• Client service or internal stakeholder management experience is advantageous
• Associate’s or bachelor’s degree preferred

Benefits

• Competitive hourly wage ranging from $22 to $25
• Comprehensive medical, dental, and vision insurance plans
• Life insurance and long-term disability coverage
• Supplemental insurance options
• Paid time off and holiday benefits
• Employee Advantage Program offering discounts and perks
• Employee Assistance Program for personal and professional support
• 401(k) retirement plan with company matching contributions
• Eligible profit-sharing opportunities
• Career development programs, mentorship, and ongoing education