Want to join our team?

Apply Now

Marketing Coordinator

Job Summary

Seeking a polished marketing professional who will support the Chief Marketing Officer and the Marketing Team. Must be able to perform in a fast-paced, ever-changing environment and be proactive with all projects. Strong communications skills, attention to detail and the ability to work well with others are keys to assisting this busy group. The marketing coordinator will be responsible for assisting with advertising campaigns, maintaining databases; preparing reports; and keeping track of promotional material inventory.

Responsibilities and Duties

  • Assist CMO with calendar management, coordinate travel arrangements and any administrative tasks as needed
  • Support marketing department with all administrative needs including updating of department reports, call scheduling, mailing campaigns, etc.
  • Assist Marketing Manager with the implementation of an array of marketing projects in a support role as needed
  • Update marketing department weekly report by collecting data from marketing manager
  • Keep promotional materials ready by coordinating requirements with graphics department; inventorying stock; placing orders; and verifying receipts
  • Assist marketing production team members with sourcing images, print buying, proofreading copy and completing and submitting Purchase
  • Requisition Forms for different projects
  • Provides support for conferences, trade shows, and events
  • Support CMO with any tasks regarding production of weekly TV show
    Other duties as assigned by CMO

Qualifications and Skills

  • Bachelor’s Degree in Marketing, Communications, Public Relations, Broadcast or similar field
  • Two or more years of progressive marketing experience
  • Demonstrated competency with MS Office (Word, Excel, PowerPoint, Publisher) and Outlook
  • Knowledge of the following marketing platforms/programs a plus: icontact, Constant Contact, Salesforce, Google Analytics, InDesign and WordPress
  • Financial industry background a plus
  • A strong “can-do” attitude and work ethic

Desired Characteristics

Friendly and outgoing personality, resourceful, reliable, highly organized, strong communication skills, ability to prioritize, good problem-solving skills and ability to adhere to tight deadlines

Click here to Apply

Direct Response Copywriter

Job Summary

Do you have experience with Financial Services copywriting? Have you ever developed TV scripts for a TV show or national radio broadcast? If you are a qualified Direct Response Copywriter, you may be the person to help our Financial Services company recruit and educate the consumer about safe, non-stock solutions for their retirement.

Responsibilities and Duties

  • You should be highly competent in writing compelling, informative content for our Legendary CEO who happens to also be a bestselling Author and TV host
  • Develop a variety of content marketing materials for Direct Response
  • Campaigns, B2B, B2C, PR, etc. including email marketing, print collateral, website copy, newsletters, landing pages, TV scripts, sales scripts, etc.
  • Interpret creative direction from the Marketing Manager and adapt points from creative briefs into persuasive copy concepts
  • Simultaneously manage multiple projects with short deadlines
  • Propose copy concepts and presents underlying strategic thinking to CMO and Marketing Manager
  • Produce error-free content that adheres to company style guidelines
  • You should be able to proof and self-edit your copy
  • Be part of a dynamic, cross-functional team that works alongside marketing and merchandising.
  • Research, collect data and understand message of each assigned project
  • Enhance site search through identifying relevant key words and phrases for SEO or SEM

Qualifications and Skills

  • Bachelor of Arts in English or related area of expertise
  • Minimum two years of writing experience in a financial services company or money management firm or equivalent experience in an advertising agency or marketing company working with financial service clients
  • Experience in producing copy for digital, print and broadcast channels
  • Ability to work effectively within diverse groups as well as independently
  • Manages own workload and deadlines
  • Strong command of the English language (including spelling, grammar, punctuation)
  • Knowledge of AP style guide a plus, but not required
  • Strong organizational skills, attention to detail, self-starter and ability to multitask in a deadline-driven environment
  • Ability to pass an editing and/or writing test

Click here to apply

Administrative Assistant

Job Summary

The Administrative Assistant/Receptionist is the key liaison between internal staff at Advisors’ Academy and Sound Income Strategies and to our high-producing Financial Advisors’ and Clients. Successful candidates for this position will enhance office effectiveness by providing information management support. Candidates should project a professional and competent image, while maintaining a friendly and outgoing manner. This position is fundamental to the administrative, operational, and recruiting functions of the company and, as such, requires established organizational skills, attention to detail, solid time management skills and an impeccable interpersonal personality.

Responsibilities and Duties

  • Welcomes guests and visitors by greeting them, in person or on the telephone; answering or directing inquiries
  • Maintains office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; evaluating new office products; placing and expediting orders for supplies; verifying receipt of supplies
  • Ensures operation of office and equipment by completing preventive maintenance requirements; troubleshooting; calling for repairs; maintaining inventories
  • Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics
  • Conserves executives’ time by reading, researching, and routing correspondence; drafting letters and documents; collecting and analyzing information; initiating telecommunications
  • Maintains executives’ appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel
  • Prepares reports by collecting and analyzing information
  • Secures information by completing data base backups
  • Provides historical reference by developing and utilizing filing and retrieval systems; recording meeting discussions
  • Contributes to team effort by accomplishing related results as needed
  • Assist with preparation of department and corporate events
  • Ensure that all mail is picked up daily and distributed in a timely manner
  • Assist with special projects as needed
  • Handle internal office events i.e. birthdays, anniversaries, holidays, etc.
  • Work with outside vendors to send special occasion cards/gifts to advisors

Qualifications and Skills

Must possess moderate to advanced skills with Microsoft Office products, spreadsheets, and reporting; be proficient with calendar management, travel coordination, supply management and equipment maintenance; and highly skilled at organization, time management, verbal/written/interpersonal communications, as well as with telephone greeting and presentation etiquette.

Click here to apply

Contact Us

Send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

Start typing and press Enter to search