Marketing Admin Assistant (Intern*)

About Sound Planning Group

SPG is a local financial services firm specializing in retirement planning, located in Kirkland, WA. Our core values are Humility, Collaboration, Integrity, Stewardship, Adaptability, and tying them all together, Excellence. Our mission is to create the optimal environment for our clients to succeed. We’re a friendly group of critical thinkers, working hard and always learning, but not forgetting to take a moment to enjoy each other and what we do. We take challenges head on and strive to be the best that we possibly can be. Every day presents an interesting new challenge, and we believe that everyone has something important to contribute to finding solutions. Our clients are unique and diverse, yet all share the common goal of wanting to work with a fiduciary team and make the most of their retirement years.

See our team! Click the link: https://myspg.com/our-team

About the Role

You Will…

• Attend workshops on a case-by-case basis that will be pre-determined
• Attend essential training meetings and develop an understanding of all the company's services
• Monitor and organize inventory effectively
• General administrative and support functions as it relates to marketing campaigns and prospect records
• Assemble workshop materials, including:
  • Class folders
  • Printing and preparing flyers
  • Name tags
  • Prepping bins
• Assemble client materials, including:
  • Gift bags and prizes
  • Purchasing items for events; needs to have access to a car
  • Client gifts for 100 Days Campaign

You Are...

• Educated: High school degree or equivalent education/experience
• A Skilled Communicator: Confident, comfortable and courteous in written and spoken communication.
• Technical: Capable of proficiency with Microsoft Office and Google Workspace
• Investigative: Capable of noticing details, inferring meaning, and perceiving the proper course of action.
• Organized: You love when things are handled thoroughly, carefully, and efficiently.
• Professional: Articulate, polite, social, clean cut, professionally dressed, good time management skills, etc.
• Servant-Hearted: Humble, teachable, sincere, honest, intent on ethically serving the families in our care
• Adept: Ability to understand and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Diligent: You exemplify hard work and excellence. You do great work and continuously strive to improve. Capable and motivated to maintain ongoing education in your area of expertise

An Awesome Human Being: You’re positive and upbeat, kind and friendly with a humble attitude.

Salary : $17