Job Description Purpose/Objective:
The Financial Essentials Marketing Coordinator will be responsible for supporting the CE&A Financial Essentials programs with the client facing teams. This individual will be the event manager for scheduling, logistics, coordination, and help across all the participant FE materials. They will be responsible for tracking and reporting of support to identify future improvements and enhancements for workshops. Since this is a new effort- there are many facets that need development and management.
Major Responsibilities:
Responsible for support of the CE&A Financial Essential participant communications for use with our clients
Field initial questions from the client teams to support all questions regarding deployment and delivery of workshops.
Facilitates and drives all the logistics and coordination involved to deliver a successful in person or live web workshop
Responsible for ordering and delivery of materials including workbooks, workshop materials and other items
Helping to document the end to end process defining all key roles and responsibilities, timing, processes, quality assurance, and measurement.
Responsible for tracking and reporting on support needed to identify trends and areas for improvement.
Experience and Skills:
College degree
Requires 5+ years of experience in marketing / client services
Institutional Retirement Marketing experience a plus
Effective communicator with strong written and verbal skills
Strong organizational and project management skills
Strong process management skills
Works well in tight timelines and is detail oriented
Energetic and capable of managing multiple projects simultaneously
Creative thinking and problem resolution
Must be proficient in Excel and PowerPoint
Event planning experience a plus
Additional Information Hubert
Technical Recruiter
303-547-1959
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