Job Description

We are seeking a Marketing Coordinator who will serve as a dedicated, long-term team member supporting events, vendor relationships, marketing collateral, and daily office management. This role is highly collaborative, detail-oriented, and client-facing. You will ensure our events run seamlessly, our advisors’ calendars are organized, and our clients feel welcomed from the moment they walk in the door. Responsibilities:

• Coordinate seminars & events (calendars, registrations, vendors, logistics, “game day” setup and follow-up).
• Build relationships with restaurants, mailhouses, and other vendors.
• Keep marketing collateral and supplies organized.
• Greet clients/prospects and manage daily office flow with a world-class welcome.
• Support advisors and ensure everything runs smoothly behind the scenes.
• Help marketing staff achieve our goals through the implementation of advertising, digital, and communication plans
• Write social media content, web content, blogs, and other copy that contribute to our overall marketing strategy and goals

Qualifications:

• 2 or more years of experience in an ad agency environment or a related environment
• Experience with social media platforms, CRM, CSM, and public relations
• BA in Marketing or equivalent work experience required
• Must be driven with strong communication and project management skills
• Positive, professional, and client-first attitude.

About Company: At APO Financial, we help clients achieve peace of mind and financial security in retirement through proactive planning, tax strategies, and wealth management. As a boutique firm, we pride ourselves on building strong, lasting relationships with our team and clients. Our culture is family-oriented, collaborative, and client-first, where every team member plays a vital role in creating a world-class experience for those we serve.

Job Tags

Work experience placement, Work at office,

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