Marketing & Events Coordinator

We love working with people who bring a great attitude to work every day and are looking for an experienced, patient, organized and efficient person who is willing to exceed expectations and develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded. Listen to and understand client needs, respond in a prompt and professional fashion Assist in creating professional communications and event materials in Word, PowerPoint and our CRM system. Frequent communication with clients and team members; must be able to exchange accurate information in person and via phone.