Three Bridges Wealth Management Alpharetta, Ga Full-Time | In Office | $55,000–$65,000

We are seeking an organized, dependable, and detail-oriented Marketing Coordinator to join our team.

This person will work closely with our current Marketing Coordinator to support the day-to-day execution of our marketing initiatives. The role includes a wide variety of responsibilities, including coordinating educational workshops, preparing marketing and client materials, managing mailings and lists, working with vendors, assisting with client communications, and helping keep multiple projects organized and moving forward.

This is a hands-on position for someone who enjoys variety, is comfortable juggling multiple priorities, and takes pride in making sure details don't fall through the cracks.

Key Responsibilities

Work closely with our Marketing Coordinator to support ongoing marketing initiatives and projects
Coordinate the logistics for educational workshops held at various locations throughout the area
Attend and help execute workshops, including setup, materials, guest check-in, and on-site coordination
Manage workshop registrations, confirmations, attendance lists, materials, and follow-up details
Assist with client communications, invitations, mailings, and other outreach
Coordinate client gifts, promotional items, and client appreciation initiatives
Create, update, format, and organize marketing materials and presentations
Prepare and edit PowerPoint presentations and other client-facing materials
Maintain spreadsheets, contact lists, marketing lists, calendars, timelines, and project trackers
Coordinate with printers, venues, caterers, promotional vendors, and other outside partners
Assist with occasional client events, company functions, and special projects
Maintain marketing supplies, printed materials, promotional items, and inventory
Take ownership of assigned projects and follow them through to completion
Provide additional support to the marketing team as priorities and needs change

Qualifications

The right person for this position will be highly organized, comfortable with technology, and able to manage a variety of responsibilities at the same time.

We're looking for someone who:

Is highly organized and detail-oriented
Has strong follow-through and can be counted on to complete what they start
Can manage multiple projects, deadlines, and details simultaneously
Is proactive and comfortable working without constant direction
Has strong written and verbal communication skills
Is friendly, polished, and comfortable interacting with clients and guests
Has strong computer skills and is comfortable learning new systems
Can work independently while also collaborating closely with others
Is flexible and willing to step in when priorities change
Takes pride in producing accurate, professional work

Computer Skills

Strong computer skills are important for this position.

Candidates should be comfortable working with:

Microsoft Outlook
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft 365
Online platforms, databases, and web-based software

Experience with Canva, CRM systems, email marketing platforms, social media platforms, or other marketing software is a plus, but is not required.

Candidates do not need to be graphic designers or advanced Excel users, but should be very comfortable working on a computer, creating and editing professional PowerPoint presentations, working with spreadsheets and lists, formatting documents, and learning new technology.

Experience

Previous experience in marketing, communications, administrative coordination, client service, hospitality, or a similar professional environment is preferred.

We are open to candidates from different professional backgrounds. Strong organizational skills, professionalism, computer skills, initiative, and follow-through are more important to us than a specific career path.

Schedule & Work Environment

This is a full-time, in-office position, Monday through Friday.

Our educational workshops are frequently held in the evenings at locations throughout the area. This position will help coordinate and attend these workshops, so candidates must be comfortable with evening work approximately once per week.

Compensation

$55,000–$65,000 annually, depending on experience and qualifications.

Three Bridges Wealth Management

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Marketing Coordinator