Marketing Coordinator

Marketing Coordinator

Requirements

• 3-5+ years in marketing and/or event planning
• Team player with an ability to work with teammates both in person and remotely
• Highly organized, accurate, and attentive to detail
• Analytical mindset with the ability to interpret data and make strategic recommendations
• Highly proficient with in Microsoft office including Excel, Word and Outlook
• Experience using Canva or similar design tools
• Excellent written and verbal communication skills
• Ability to handle multiple responsibilities and prioritize own workload

Responsibilities

• Work with marketing consultant to execute social media posts on team Facebook page and LinkedIn for advisors
• Send cards including A client birthday cards, Connect meeting thank you cards, and referral thank you card
• Facilitate Christmas cards and A client gifts
• Implement regular email touch points for clients
• Hold monthly meetings with Thrivent marketing team and utilize resources they provide
• Manage and update website content to reflect current information and marketing campaigns
• Track and analyze effectiveness of all marketing campaigns
• Plan and execute 4-5 client events per year including annual Christmas in July fundraiser, Holiday event, and others as appropriate
• Handle all event logistics, invitations, and follow-ups to ensure successful execution and client satisfaction
• Maintain and develop relationships with preferred Charities on behalf of the team
• Educate clients and team on Action Teams and Thrivent Choice Dollars and then track usage with goal of increases YOY
• Provide assistance to clients on Action Team events as possible and appropriate
• Seek and secure networking and development opportunities for advisor team
• Work with team to retain information on clients to get to know them beyond their finances
• Update information as appropriate in Salesforce profiles and Gateway Hub
• Send client gifts as triggered by standard gift responses or as requested
• Plan and execute internal team morale events
• Plan and deliver internal team gifts including birthdays and Christmas
• Create welcome gift packages for new teammates
• Engage clients for feedback on marketing and experience as appropriate

Preferred Qualifications

• Experience in Salesforce or similar CRM preferred