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Marketing & Events Assistant
Strategy Financial Group | Phoenix, Arizona
Reports to:Chief Marketing Officer
Salary Range:$60,000 - $65,000
Full-Time | On-site
About Strategy Financial Group
Strategy Financial Group is more than just a financial planning firm – we are a vibrant, close-knit family dedicated to helping our clients thrive in retirement. Built on honesty, integrity, and putting clients first, we create lifelong relationships rooted in trust. As we continue to grow, we’re looking for a detail-oriented and energeticMarketing & Events Assistantto support our team and marketing initiatives.
About the Role
This is a hands-on, multifaceted position that combinesevent coordination, graphic design, and marketing communications.
You'll play an important role in supporting our educational seminars, workshops, and client appreciation events while developing creative materials and communications that strengthen our brand and engage our audience.
We're looking for someone who is highly organized, creative, resourceful, and comfortable balancing multiple priorities in a fast-paced environment.
The ideal candidate is equally comfortable coordinating event details, designing a professional presentation, writing a compelling client email, and collaborating with teammates to bring projects across the finish line.
Key Responsibilities
Event Coordination & Execution
Support the planning, coordination, and execution of educational seminars, workshops, webinars, and client appreciation events.
Coordinate event-related communications, invitations, presentations, signage, and promotional materials.
Provide onsite event support, including setup, attendee experience, and event execution.
Track event details, maintain accurate records, and assist with post-event reporting.
Collaborate with the events and marketing team to identify opportunities to improve event processes and experiences.
Graphic Design & Creative Production
Design and update marketing materials, including direct mail, social media graphics, event invitations, brochures, and client communications.
Ensure all creative materials align with company brand standards and messaging guidelines.
Maintain marketing collateral, promotional materials, and inventory.
Support the development of new creative concepts and campaign materials.
Client Communications & Content Development
Develop clear, professional, and engaging content for marketing materials and digital communications.
Coordinate the preparation, review, and distribution of client communications.
Ensure all communications reflect the firm's brand voice, maintain a high standard of accuracy, and follow applicable compliance review procedures.
Collaborate with internal teams to support timely, consistent communication with clients and prospects.
Marketing & Administrative Support
Assist with the execution of marketing campaigns and department initiatives.
Support social media content development and other digital marketing needs.
Track project timelines, deliverables, and assigned responsibilities.
Utilize marketing technology and AI-powered tools to improve efficiency and creative production.
Identify opportunities to streamline processes, improve workflows, and enhance team productivity.
Required Qualifications
2+ years of experience in marketing, event coordination, communications, or a related role.
Strong organizational skills and ability to manage multiple projects simultaneously.
Demonstrated graphic design experience with proficiency in Canva and/or Adobe Creative Suite.
Excellent written communication, editing, and proofreading skills.
Strong Microsoft Office skills, particularly PowerPoint, Word, and Excel.
Experience coordinating events, managing logistics, or supporting event execution.
Exceptional attention to detail and commitment to producing high-quality work.
Ability to work independently, take initiative, and meet deadlines.
Strong interpersonal skills and a collaborative, service-oriented mindset.
Willingness to attend and support events onsite, including some evenings and occasional weekends.
Preferred Qualifications
Bachelor's degree in marketing, communications, or a related field.
Experience in financial services, wealth management, or another professional services environment.