What are the responsibilities and job description for the Communications and Marketing Coordinator position at Equity Design Group?
Job Title: Communication and Marketing Coordinator
Location: Wausau, WI
Job Type: Full-Time / In-Person
Position Overview:
We are seeking an organized, detail-oriented, and creative Marketing and Client Communication Coordinator to join our team. This role will play a key part in enhancing client relationships, managing communication efforts, and supporting the firm’s marketing strategy. The ideal candidate will be responsible for selecting and distributing content from a pre-approved library in the form of newsletters and social media posts, coordinating client communications, scheduling semi-annual events for 2 locations, and ensuring the firm’s marketing materials are in compliance with our broker dealer.
Key Responsibilities:
Client Communication & Annual Review Coordination:
- Serve as the main point of contact to schedule and coordinate client account reviews, ensuring clients are informed and prepared.
- Create a database of preferred client communications, such as: review meeting frequency, communication preferences (phone/email/texting), content needs and general solicitation for better service opportunities.
- Ensure clear and timely communication with clients throughout the review process, helping to strengthen and enhance client relationships.
- Collaborate with the financial advisory team to identify opportunities for client engagement and communication.
Newsletter Management:
- Oversee the creation, production, and distribution of monthly newsletters using an approved third-party platform.
- Maintain and update the distribution list to ensure it is current and accurate.
Social Media Content Creation:
- Create and schedule engaging social media posts that align with the firm’s marketing objectives.
- Develop content, including posts, images, and videos, using a third-party platform to enhance the firm’s online presence.
- Monitor social media platforms for engagement and respond to comments or messages as needed.
Prospective Client Materials:
- Maintain and update marketing materials for introductory meetings with prospective clients.
- Prepare and organize both paper and electronic materials to support the prospecting process.
Required Qualifications:
- Proven experience in marketing, client communications, or similar roles.
- Strong writing, editing, and proofreading skills.
- Experience with social media platforms (e.g., LinkedIn, Facebook, Twitter, Instagram) and scheduling tools.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple tasks and prioritize effectively.
- Strong interpersonal and communication skills with a customer-focused mindset.
Preferred Qualifications:
- Experience in the financial services industry.
- Familiarity with CRM platforms or other client management systems.
How to Apply:
Interested candidates are encouraged to submit a resume and a cover letter outlining their experience and interest in the role.
Job Type: Full-time
Pay: $45,000.00 - $62,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $45,000 - $62,000