Marketing & Client Relations Coordinator

Maryland Financial Advocates; Parkville (MD); On-site; USD 39,000 - 44,000; Part time

Benefits offered by this job

Growth track to full-time

Job summary

Maryland Financial Advocates is hiring a Marketing & Client Relations Coordinator for a part-time, on-site role. You will lead multi-channel marketing and high-touch client support, coordinating content production (video/audio) and managing client onboarding materials and CRM updates.

You will collaborate across media production, compliance workflows, and modern digital tools, with a clear path toward full-time opportunities as marketing output and operational scope grow.

Qualifications

• multi-channel marketing and client service experience
• Proficiency with digital marketing tools and platforms
• Ability to manage on-site content production and compliance workflows

Responsibilities

• Content Creation & Digital Marketing: assist with on-site recording, edit short-form videos, create social posts, and manage content distribution across platforms.
• Channel Distribution: repurpose media into clips, graphics, and takeaways, schedule posts on YouTube, LinkedIn, Facebook for Business, and email.
• Compliance Workflow: submit content to compliance portal, track disclosures/edits, maintain documentation.
• Modern Tooling: use AI tools, transcription platforms, and scheduling software to streamline production workflows.

Skills

Tech proficiency

Content editing

Video editing

Audio editing

Social media management

Tools

CapCut

Descript

Premiere

Camtasia

YouTube Studio

LinkedIn Business Manager

Facebook Meta Suite

ChatGPT

Job description

Marketing & Client Relations Coordinator

Part-Time (In-Person) | 22-25 Hours/Week | Growth Track to Full-Time, Salaried position for the right fit person

Schedule: Tuesday, Wednesday, Thursday | 9:00 AM – 4:30 PM (with some flexibility)

Compensation: $28-$32/hour (depending on practical skills & experience)

Location: On-site / In-person

About the Opportunity

We are an established, rapidly expanding wealth management firm seeking a sharp, organized individual to manage our multi-channel marketing and support high-touch client service.

This role sits at the intersection of modern multimedia marketing and professional financial practice operations. You will run point on content production (video, audio, social media) while acting as a welcoming point of contact for our valued clients. If you have a solid creative foundation, natural tech curiosity, and take genuine pride in clean execution, we will train you on our specific processes, software, and industry frameworks.

Key Responsibilities

Content Creation & Digital Marketing (Approx. 60–70% of time)

• Media Production: Assist with on-site recording setup (camera, microphone, lighting) and edit short-form educational videos, client spotlights, and podcast episodes.
• Channel Distribution: Repurpose media into bite-sized clips, graphics, and written takeaways; schedule and publish posts across YouTube, LinkedIn, Facebook for Business, and email channels.
• Compliance Workflow: Submit created content into our compliance portal, track required disclosures/edits, implement revisions promptly, and maintain organized documentation.
• Modern Tooling: Use AI productivity tools, transcription platforms, and social scheduling software to streamline production workflows.

Client Service & Relationship Support (Approx. 30–40% of time)

• Deliver a warm, professional first impression for clients visiting our office or calling by phone.
• Assist with client onboarding packets, meeting preparation materials, and CRM record updates.
• Handle day-to-day administrative follow-through to ensure client requests are completed accurately and on time.

Who You Are

• Tech-Proficient: Confident with core digital tools (Google Workspace, YouTube Studio, LinkedIn Business Manager, Facebook Meta Suite, and modern AI tools like ChatGPT or transcription editors).
• Foundational Media Skills: Hands-on experience editing audio and video (familiarity with CapCut, Descript, Premiere, Camtasia, or similar platforms). You do not need to be a Hollywood director, but you must know how to trim clips, sync clean audio, and add clean captions.
• Detail-Oriented & Dependable: Punctual, proactive, highly organized, and committed to double-checking work before it ships.
• Client-First Demeanor: Friendly, polished communication skills with absolute discretion regarding confidential financial matters.
• Coachability: Eager to learn the nuances of financial services marketing, compliance guidelines, and operational software.
• Current Hours: Tuesday, Wednesday, and Thursday, 9:00 AM to 4:30 PM (approx. 22-25 hours/week, more as needed).
• Path to Full-Time: Designed as an in-person, part-time foundational role with a direct track toward a full-time position as marketing output and operational scope expand.
• Pay Rate: $28-$32/hour, negotiable upward for candidates bringing proven direct experience in video production and/or wealth management support.