Marketing Assistant
1 week ago
Modera Wealth Management is a forward-thinking, fee-only firm dedicated to delivering comprehensive financial planning and intelligent investment management. Our team is passionate about making a lasting positive impact on the lives of our clients.
Job SummaryWe are seeking a highly organized and detail-oriented Marketing Assistant to join our dynamic team. As a Marketing Assistant, you will play a key role in supporting the marketing, growth, and communications initiatives for Modera.
Key Responsibilities- Assist with proofreading and branding review of marketing collateral, including event planning and client gifting.
- Help create and maintain website bios and other marketing materials.
- Maintain the marketing calendar, including events, social posts, articles, white papers, advisor presentations, and sponsorships.
- Assist with social media management of the Modera LinkedIn and Facebook corporate pages.
- Create and maintain client lists and distribute communications across various channels.
- Assist with maintaining and updating marketing data in Modera's CRM.
- Work with the Finance team to develop and maintain expense policies related to gifting and client entertainment.
- Associate degree in marketing, business, communications, or equivalent work experience.
- 0-4 years of experience in a registered investment advisory firm or financial services field.
- Proficiency with Microsoft Office products, including PowerPoint, Word, Excel, and Outlook.
- Familiarity with Adobe InDesign a plus.
- Excellent written and verbal communication skills.
- Highly professional team player, able to work well with all levels of the firm.
- Must be organized, meticulous, dependable, adaptable, detailed, and service-oriented, with the ability to multitask.
- Competitive salary commensurate with experience.
- Performance-based bonus.
- Safe Harbor 401(k) plan.
- Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability, and Life insurance.
- Paid vacation.
- Opportunities for professional growth and continuing education.
- Partial remote work.
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