Position Summary

The Marketing Assistant will play a key role in supporting the day-to-day operations of the marketing department, including content coordination, campaign execution, and internal communications. This is an excellent opportunity for someone looking to grow their career in financial services marketing and gain exposure to digital and traditional marketing tactics.

Key Responsibilities:

Assist in the coordination and scheduling of marketing campaigns, email newsletters and webinars
Assist with submitting marketing materials for compliance review, tracking approvals, and ensuring all content meets regulatory guidelines before publication
Maintain and update marketing materials, including brochures, presentations, and client-facing communications
Help manage content on the firm’s website and internal marketing portal
Track and organize marketing requests from advisors and internal teams
Support social media content development and scheduling
Assist with event planning, client communications and promotional materials
Monitor marketing performance metrics and compile data for reporting
Perform general administrative support for the marketing team

Desired Skills and Qualifications:

Bachelor’s degree in marketing, communications, or related field (or equivalent experience)
1-2 years of relevant marketing or administrative experience (internships included)
Strong organizational skills with attention to detail and deadlines
Excellent written and verbal communication skills
Proficiency in Microsoft Office; experience with HubSpot, Salesforce, Canva, or Adobe Creative Suite is a plus

Apella Wealth

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