Mercer Advisors Hiring for Marketing Coordinator at Rockwall, Texas, USA Full Time

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.

We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in in assets entrusted to our care.

And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.

Job Summary :

The Local Marketing Coordinator (LMC) will work as a member of the Mercer Local Marketing support team. The LMC will be responsible for the coordination and planning of events, registrations, and planning from concept to implementation.

In addition, the LMC will assist the Local Marketing Manager with marketing function in support of business growth goals and client retention.

Individual must be organized, have outstanding attention to detail, excellent computer proficiency, and great communication skills.

Essential Job Functions for the Local Marketing Coordinator will include :

• All facets of event planning for Seminar Model offices and other offices as needed
• Secure calendar dates and geographic locations for various events
• Register and confirm all event attendees and input data into CRM
• Prepare materials of all necessary items (marketing kits, contact sheets, etc.) prior to event, when necessary Prepare Name Tags, Binder Tags, Meal Place cards, etc.
• Assist Local Marketing Manager with marketing and business development activities. This includes radio, live events, digital marketing, and client events
• Responsible for submitting all marketing materials to compliance and properly track jobs
• Assist Local Marketing Manager with implementing marketing plan to ensure firm meets marketing goals through all marketing initiatives during the year
• Assists with special marketing projects
• Other duties as needed

Requirements :

• Financial services industry experience or related degree preferred
• At least 2 to 5+ years of event coordination and administrative experience
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with MS Word, Excel, PowerPoint and Outlook Must be proficient in using spreadsheets and word processing programs
• Experience working with high-level, busy professionals
• Enjoy being part of a team
• Must be highly flexible and confidential with all matters
• Available to travel to and from events

Work Schedule :

Monday through Friday, 8 : 00AM 5 : 00PM. Or as determined by business needs for the company.

Working Conditions :

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

Benefits :

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.

We offer the following :

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care
• 14 Company Paid Holidays with a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance
18 hours ago