Client Service & Marketing Coordinator

Public Relations Marketing Financial Services Customer Services Administrative, Support & Clerical

Are you organized, personable, tech-savvy and looking for flexible part-time work with growth potential?

We are a growing financial planning practice seeking a dependable team member to support client service, marketing, and office operations. This is an excellent opportunity to learn the financial services industry while making a meaningful impact on our clients and our team.

• Someone seeking a flexible part-time position
• A recent college graduate looking to gain professional experience
• An individual with marketing, administrative, customer service, or office management experience
• A stay-at-home parent returning to the workforce
• Someone who enjoys helping people and learning new skills

No financial industry experience is required. We are willing to train the right candidate.

We are a client-focused financial planning practice that values strong relationships, exceptional service, community involvement, and continuously improving. We help individuals and families make informed financial decisions and strive to provide a welcoming and efficient experience for every client.

• Answer phone calls and assist clients professionally
• Prepare materials for client meetings & follow-up activities
• Assist with scheduling and client requests

• Support social media efforts on Facebook, Linked In, and Instagram
• Assist with Google reviews and community outreach initiatives
• Help maintain marketing calendars and communication efforts
• Coordinate client appreciation events and special celebrations
• Assist with event planning, logistics and communication

• Support daily office operations and workflow improvements
• Assist with basic technology troubleshooting

• Strong organizational and communication skills
• Professional, positive, and dependable attitude
• Attention to detail and strong customer service skills
• Ability to learn new software and systems
• Self-motivated with a willingness to take initiative

• Administrative support
• Marketing or communications
• Office management

You will work closely with our Client Service Specialist to learn our processes and systems. As knowledge and confidence grow, responsibilities will expand to include additional client service, marketing, operational, and project management opportunities.

We are looking for someone who wants to become a valuable member of our team and grow with our practice over time.

• Part-time position (approximately 15-20 hours per week)
• Flexible scheduling available
• Competitive hourly compensation based on experience
• Opportunities for growth and increased responsibilities

We value professionalism, a willingness to learn, and a genuine desire to help others. If this sounds like a good fit, we'd love to hear from you.

• 401(k)
• Paid time off

In person in our Crosslake office.