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Marketing Assistant

5 months ago

Carpinteria, United States PlanMember Financial Corporation Full time

**Department**:
Marketing

**Classification**:
Non-Exempt, Eligible for Pre-Approved Overtime

**Location**:
Carpinteria Headquarters, On-site

**Position Type**:
Full Time

**Description**:
As our **_Marketing Assistant, _**you will be serving an important and distinct role within PlanMember’s Marketing team, supporting the Marketing team and providing quality assurance and procedural support. _This is an ideal position for someone interested in getting a start in Marketing AND has a passion for the financial industry_, is highly organized, flexible, and able to work independently and reliably on multiple projects within strict time frames. If you can demonstrated the ability to multitask, prioritize projects and work within a team environment, _keep reading as this may be a position for you_

PlanMember’s proprietary marketing solutions span multiple mediums and channels, supporting the needs of our independent financial advisor partners. The Marketing Assistant will help coordinate various tasks essential to supporting advisors with their marketing needs. Regular duties include tracking, routing and processing templated marketing material, coordinating the monthly winners circle communication, interacting with third party administrators, and providing support to the Marketing Coordinators.

This role reports directly to the Marketing Director, providing additional support to the FVP of Marketing, the marketing team, internal clients, and select advisors working in the field.

**Salary Range**:
**Location**:
This position is located in our Carpinteria, CA Headquarters

**Responsibilities**:
**_If you have the following experience, we encourage you to apply._**
- Track and route all customized business development marketing campaign material for individual advisors, FC advisors and strategic distribution groups
- Track and route all one-off material in coordination with the associated advisor/financial center
- QA campaign material
- Process monthly Winners Circle for top performing advisors
- Work with TPAs to direct clients to the appropriate advisor based on employer
- Assist in coordinating and planning business development marketing campaigns
- Post updates to NewsConnect, PlanMember’s internal system to notify advisors of department related updates and new material. Assist other departments in their efforts to post.
- Administer and fulfill state educational and nonprofit associations conferences for FCs, including coordination of exhibition, speaking proposal submission, attendees pre and post mailings and marketing materials
- Maintain database of all PlanMember advisors
- Assist Marketing Coordinators in creating marketing materials
- Process orders from the PlanMember promo stores and review/recommend new material
- Assist with various other activities as needed in support of PlanMember’s marketing team

**Qualifications**:
**_If you posess some or all of the folloiwng copetencies, we would like to talk to you._**
- Customer-Centric Focus
- Clear Communication and active listening
- Inquisitive Information Seeking: Exhibit curiosity and a commitment to understanding.
- Quality Assurance: Attention to details and process accuracy.
- Analytical Thinking: Understanding the interdependence of different parts within the system.
- Effective Time Management: Ability to meet established deadlines.
- Resilience: Quickly recover from setbacks and learn from mistakes.
- Collaborative Team Building: Work seamlessly in a team environment, fostering collaboration.
- Accountability: Take ownership of projects from initiation to completion.
- Proficient in Microsoft Office Suite: Excel, Word, and PowerPoint.
- Familiarity with DreamWeaver and Marketo: Preferred experience with these tools, showcasing additional skills in web development and marketing automation

**Education**:
**_Qualifcation Standards we are looking for:_**
- B.A. or B.S preferred
- Experience with marketing, communication and/or psychology emphasis a plus
- Some prior experience in a business environment is preferred
- Financial services and/or retirement planning experience preferred from outside or through Service Center

**Please take a look at current job openings**
You may send a cover letter and resume to
or fax to
**(800) 938-0220**
attention:
Human Resources