Marketing Assistant

WealthCare Corp; Springfield (MO); On-site; USD 17,047 - 24,280; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Paid time off

Bonus opportunities

Job summary

A financial services firm located in Springfield, MO is seeking a Marketing Assistant to support their marketing strategy. This full-time, in-office position involves coordinating marketing events, making outbound calls to confirm registrations, and maintaining records in the CRM. The ideal candidate will have strong organizational skills and proficiency in Microsoft Office. The firm offers competitive pay, bonus opportunities, health insurance, and a supportive team-oriented environment.

Qualifications

• Experience with CRM systems and basic marketing analytics preferred.
• Ability to quickly learn and adapt to new software systems.
• Strong ability to collaborate within a team environment.

Responsibilities

• Coordinate marketing events and assist with event preparation.
• Make outbound calls to confirm event registrations.
• Maintain accurate records of marketing activities in the CRM.

Skills

Proficiency in Microsoft Office Suite

Strong organizational skills

Excellent verbal communication skills

Attention to detail

Tools

CRM systems

Google Workspace

Job description

WealthCare Corporation
Springfield, MO
Pay: $15.00/hour

“It’s about the people who depend on us.”

WealthCare Corporation is a rapidly growing financial services firm dedicated to helping families build, protect, and sustain their financial futures. Our clients trust us with life-shaping decisions—from retirement and tax strategies to risk management and legacy planning—and we take that responsibility seriously.

We are seeking a Marketing Assistant who is energized by people, organization, and execution, and who wants to play a meaningful role in helping families gain confidence in their retirement.

Who We Are

Everything we do flows from the belief that we are in business to serve families. We work closely with our clients to help them understand their financial options and make informed decisions that support their long-term goals.

We prioritize doing what is right for each individual client. Operating through that lens leads to better outcomes for the families we serve—and for our firm.

Our Culture

As part of the WealthCare team, you’ll work in an environment that is supportive, gracious, and team-oriented. We start each day with a morning huddle to align priorities, share wins, and support one another.

We value work-life balance and genuinely care about our team members as people. We strive to create an environment where you can grow professionally while being supported personally—both at work and at home.

Who You Are

You thrive in a dynamic, high-energy environment and enjoy interacting with people both on the phone and in person. You are confident, organized, and dependable, with a strong sense of ownership over your responsibilities.

As a Marketing Assistant, you are comfortable making outbound phone calls, coordinating logistics, and supporting live events. You enjoy being part of a team, take pride in being prepared and professional, and understand that details matter—especially when representing the firm to prospective clients.

You bring a positive attitude, strong communication skills, and a willingness to jump in wherever needed to ensure marketing initiatives run smoothly.

The Role

The Marketing Assistant supports the Marketing Manager in executing the firm’s marketing strategy to help new families connect with WealthCare and build confidence in their retirement planning.

This role focuses on excellent phone execution, detailed event preparation, and being a professional, welcoming presence at marketing and client experience events. You will assist with outreach, scheduling, event logistics, and follow‑up while helping ensure marketing efforts are organized, effective, and on brand.

This is a hands‑on, team‑oriented role ideal for someone who enjoys variety, interaction, and contributing to a shared goal.

Key Responsibilities

Marketing & Event Support

• Coordinate with the Marketing Manager to support all marketing events, both on the phone and in person
• Assist with event preparation, including assembling materials, setup, and teardown
• Attend and support marketing seminars and client experience events as a friendly, professional representative of the firm
• Make outbound calls to confirm event registrations
• Follow up with prospects to schedule office visits
• Confirm upcoming appointments and assist with rescheduling as needed

Administrative & Team Support

• Maintain accurate records of marketing activities and interactions in the CRM
• Support the Marketing Manager with campaign tracking and post‑event follow‑up
• Collaborate with the marketing team and broader office team to help achieve firm goals
• Assist with analyzing marketing results and identifying opportunities for improvement

Required Skills & Qualifications

• Proficiency in Microsoft Office Suite
• Familiarity with Google Workspace
• Ability to quickly learn and adapt to new software systems
• Strong organizational and multitasking skills
• High attention to detail and follow‑through
• Excellent verbal and written communication skills
• Confidence and professionalism when making outbound phone calls
• Experience with CRM systems and basic marketing analytics preferred
• Creative mindset with willingness to contribute ideas and feedback
• Calm, solution‑oriented approach in fast‑paced or high‑pressure situations
• Strong ability to collaborate within a team environment

Schedule & Time Commitment

• Full‑time, in‑office position
• Normal office hours: Monday–Friday, 8:00 a.m. – 5:00 p.m. (1‑hour unpaid lunch)
• Evening work required approximately 1–10 days per month for marketing seminars and client events
• Events are primarily on weekdays; occasional Saturday events may be required
• Comp time will be provided for evening hours worked
• $15.00 per hour
• Bonus opportunities
• Health insurance
• 401(k) with company matching
• Paid time off
• Eligible for full benefits after a 90‑day introductory period
• Annual office closure from Christmas through New Year’s Day
• Job Type: Full‑time
• Work Location: In‑person
• Relocation: Springfield, MO (required before start date)