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    Marketing Operations Coordinator - Plano, United States - SFMG Wealth Advisors

    SFMG Wealth Advisors
    SFMG Wealth Advisors Plano, United States

    3 weeks ago

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    Description
    Marketing Operations Coordinator


    Position Summary:


    As a Marketing Operations Coordinator, you will play an essential role in creating and supporting SFMG's marketing and business development efforts, helping to design and implement effective marketing strategies.

    You will be responsible for various tasks, such as organizing events, producing engaging content for different platforms, and managing internal and external surveys.

    You will also assist the Business Development Committee and perform some HR-related administrative duties.


    Level:
    Associate

    Candidate Characteristics


    To be successful in this role, you should have excellent communication, organizational, and analytical skills, as well as a creative and strategic mindset.

    You should be familiar with various marketing tools and platforms pertaining to social media, email marketing, SEO, SEM, and CRM.

    Knowledge of financial services or service industry is advantageous.

    Essential Functions Statements

    Marketing Content Strategy

    • Work with the Marketing Committee to create, assess, and improve marketing strategies. Also handle administrative tasks such as planning and posting content on social media and blogs, organizing staff profiles, managing industry survey, promotional materials, giveaways, and other advertising elements.
    • Preparing and following up on the monthly Marketing Committee meeting.
    Business Development Strategy

    • Work with the Business Development Committee to plan and organize social and professional events and gatherings.
    • Create and execute strategies to show appreciation and gratitude for our clients, such as customized book program.
    • Develop and maintain marketing materials, such as brochures, education pieces, and presentations.
    • Preparing and following up on the monthly Business Development meeting.
    Event Planning and Communication

    • Collaborate with staff and vendors to ensure successful events with clients, centers of influence, and other professionals.
    • Assist with planning and organizing social and professional events and gatherings.
    Human Resources Administrative Support

    • Perform clerical tasks such as filing, scanning, copying, and data entry.
    • Maintain and update employee records and HR database.
    • Prepare and distribute HR documents.
    • Assist in payroll processing by verifying and submitting relevant data.
    • Support HR projects and initiatives as assigned.
    Skills & Abilities


    Education & Experience:

    • Combination of some college coursework and experience in marketing/communication or a related field preferred.
    • Practical experience or college-level training in graphic design, marketing, or advertising is required.
    • Proficiency in managing and leading social media, email, and marketing database campaigns.

    Skills:

    • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) is required.
    • Working knowledge of WordPress, Adobe Illustrator, Photoshop, InDesign, and Canva products.
    • Experience with photography, photo and video editing is preferable.
    • Strong computer skills, including the ability to generate project management spreadsheets, and share information with team members.
    • Familiarity with basic computer applications, programs, and features is essential.
    • Experience in web page development or graphic design is advantageous.

    Job Status:
    Full time


    FLSA Status:
    Exempt


    Position Eligible for Telework:
    Benefit available after 12 months. One day per week.

    Department:

    Operations Reports To:
    Director of Operations


    Work Schedule:
    M-F; hours may vary by day between 8:00AM – 5:00PM. This position is located in Plano TX. Competitive compensation based on experience.

    Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available.


    Reasonable Accommodations Statement:


    To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily.

    Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.

    Instructions for applying for this position:

    Please submit a cover letter and resume in Word or PDF format.

    Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss.

    Also in your cover letter, please describe your three most defining characteristics or attributes.

    This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you.

    Note that you must follow these exact instructions, or your resume will be rejected.
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