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Marketing Coordinator

    • Tyler, Texas
  • Distribution
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Description

Summary

The Marketing Coordinator position is responsible for coordinating overall marketing strategy with the practice. This position will be a part time role at 18-24 hours a week. Mondays are required. This position is a 1099 role. Compensation is $18-22/hr.

Job Description

Responsibilities

  • Plan and coordinate practice led events
  • Coordinate overall marketing strategy for the practice
  • Attend all client events greeting clients as they arrive
  • Track RSVPs prior and manage all event follow up
  • Oversee all practice social media and website
  • Interface with contacts to coordinate meetings, mailings, and other communications
  • Update CRM with client contact and preference information
  • Update CRM systems as needed
  • Answer all incoming calls and disperse them and any messages appropriately
  • Maintain internal mailing lists, birthday card lists, and monthly calling lists
  • Support the lead advisor with variety of functions and tasks
  • Meet and greet clients
  • Handles incoming telephone calls to Compass Financial Group and responds to requests for information
  • Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice’s Financial Advisors
  • Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed

Qualifications

  • Previous experience in customer service or marketing role
  • Strong communication and interpersonal skills
  • Expert knowledge of Office applications
  • Knowledge of CRM systems, phone systems and office equipment

As part of Compass Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

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Marketing Coordinator

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At Thrivent, we know our organization is strengthened when we have a diverse team that reflects our clients and builds on the diverse perspectives of others.

We believe that humanity thrives when people make the most of all they've been given, which includes our history, heritage, individual and collective experiences. Take a moment to pause with us, reflect on where Thrivent is at in our DEI journey and look forward to the future in anticipation of great things to come.

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