Marketing Assistant

About Carolina Retirement Planners

Carolina Retirement Planners is a values-driven financial planning and investment advisory firm dedicated to helping individuals pursue their best retirement with confidence and clarity. We specialize in personalized retirement income planning, investment guidance, and ongoing support designed to bring peace of mind and long-term security to the families we serve.

We are also a small, boutique-style office where relationships come first — with our clients and with each other. Our team is close-knit and genuinely enjoys working together, serving clients well, and creating a warm, welcoming experience from the very first interaction. Our office is professional, but never stiff. You’ll hear laughter, see dogs, and feel the kind of team culture where people support one another, take pride in their work, and do things the right way.

At Carolina Retirement Planners, our values guide everything we do:

• Respect for our clients, their families, and our team
• Delivering an elite experience at every client touchpoint
• Taking extreme ownership of our responsibilities and outcomes
• Always acting in the best interest of those we serve
• Committing to endless evolution through learning, growth, and continuous improvement

If you love making people feel welcome, staying organized, and being part of a friendly, purpose-driven team, this role will feel like a great fit.

As a Marketing Assistant, you will ensure the smooth execution of daily marketing activities while providing superior customer service to prospects, clients, and internal team members. You will support the Director of Marketing and broader firm objectives through event logistics, client and prospect communications, database management, appointment coordination, and the implementation of marketing campaigns that reflect our values and elevate the client experience.

• Support the Director of Marketing in implementing marketing strategies and operational tasks
• Schedule and confirm client appointments; manage rescheduling needs
• Input and maintain prospect and client records within the CRM/database
• Call qualified concierge “AAA” clients to check in and build relationships
• Record detailed notes from all client and prospect conversations
• Serve as a backup phone operator and provide excellent client service
• Assist with the planning and execution of firm events and classes
• Prepare and send weekly email campaigns to clients and prospects
• Support implementation and follow-through on new marketing ideas
• Manage all outgoing marketing-related correspondence and mailings
• Assist with preparation for weekly staff meetings, including Marketing Focus materials

• Support client touch marketing activities, including follow-up calls
• Connect with event attendees before and after each event to enhance client experience
• Audit client database categories to ensure accurate client segmentation
• Support the preparation and mailing of client update reports

• Make reservations for team meetings in support of relationship-building activities

• Ability to build rapport and motivate prospects to set appointments
• Excellent project and event coordination skills
• Strong prioritization and time-management abilities
• High attention to detail and consistent follow-through
• Results-driven and able to work in a fast-paced environment
• Exceptional phone, written, and verbal communication skills
• Proficient with computers, software, and CRM systems
• Ability to multi-task while delivering an elite experience to clients and prospects
• Quick learner with new software and tools
• Working knowledge of database management and MS Office Suite
• Experience with social networking platforms for business use
• Minimum 2 years of relevant industry experience

• Passionate about building strong interpersonal relationships
• Strong work ethic and self-starter attitude
• Adaptable and flexible
• Customer service oriented with a commitment to excellence
• Embraces extreme ownership and continuous personal and professional growth

Carolina Retirement Planners, LLC