Marketing Coordinator

Three Bridges Wealth Management; Alpharetta (GA); On-site; USD 55,000 - 65,000; Full time

Job summary

Three Bridges Wealth Management in Alpharetta, GA seeks a Marketing Coordinator to support day-to-day marketing initiatives and workshops. The role involves coordinating educational events, preparing client materials, and managing lists and communications, with on-site venues across the area.

The candidate should be highly organized, detail-oriented, and able to juggle multiple priorities. Evening workshop support, vendor coordination, and strong computer skills are expected for this hands-on

Qualifications

• We are seeking an organized, dependable, and detail-oriented Marketing Coordinator.
• The right candidate will support day-to-day marketing initiatives and workshops.
• Experience with coordinating events, materials, and vendor relations is beneficial.

Responsibilities

• Support ongoing marketing initiatives and projects.
• Coordinate logistics for educational workshops at various locations.
• Attend and help execute workshops, including setup and on-site coordination.
• Manage registrations, confirmations, and attendance lists.
• Assist with client communications, invitations, mailings, and outreach.
• Coordinate client gifts and promotional items.
• Create, update, and organize marketing materials and presentations.
• Prepare and edit PowerPoint presentations and client-facing materials.
• Maintain spreadsheets, contact lists, and project trackers.
• Coordinate with printers, venues, caterers, and vendors.
• Assist with client events and special projects.
• Maintain marketing supplies and inventory.
• Take ownership of assigned projects and follow through.

Skills

Highly organized

Detail-oriented

Project management

Proactive

Written & verbal communication

Client-facing

Computer skills

Team collaboration

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft 365

Canva

CRM systems

Email marketing

Social media

Job description

Three Bridges Wealth Management Alpharetta, Ga Full-Time | In Office | $55,000–$65,000

We are seeking an organized, dependable, and detail-oriented Marketing Coordinator to join our team.

This person will work closely with our current Marketing Coordinator to support the day-to-day execution of our marketing initiatives. The role includes a wide variety of responsibilities, including coordinating educational workshops, preparing marketing and client materials, managing mailings and lists, working with vendors, assisting with client communications, and helping keep multiple projects organized and moving forward.

This is a hands-on position for someone who enjoys variety, is comfortable juggling multiple priorities, and takes pride in making sure details don't fall through the cracks.

Key Responsibilities

• Work closely with our Marketing Coordinator to support ongoing marketing initiatives and projects
• Coordinate the logistics for educational workshops held at various locations throughout the area
• Attend and help execute workshops, including setup, materials, guest check-in, and on-site coordination
• Manage workshop registrations, confirmations, attendance lists, materials, and follow-up details
• Assist with client communications, invitations, mailings, and other outreach
• Coordinate client gifts, promotional items, and client appreciation initiatives
• Create, update, format, and organize marketing materials and presentations
• Prepare and edit PowerPoint presentations and other client-facing materials
• Maintain spreadsheets, contact lists, marketing lists, calendars, timelines, and project trackers
• Coordinate with printers, venues, caterers, promotional vendors, and other outside partners
• Assist with occasional client events, company functions, and special projects
• Maintain marketing supplies, printed materials, promotional items, and inventory
• Take ownership of assigned projects and follow them through to completion
• Provide additional support to the marketing team as priorities and needs change

Qualifications

The right person for this position will be highly organized, comfortable with technology, and able to manage a variety of responsibilities at the same time.

We're looking for someone who:

• Is highly organized and detail-oriented
• Has strong follow-through and can be counted on to complete what they start
• Can manage multiple projects, deadlines, and details simultaneously
• Is proactive and comfortable working without constant direction
• Has strong written and verbal communication skills
• Is friendly, polished, and comfortable interacting with clients and guests
• Has strong computer skills and is comfortable learning new systems
• Can work independently while also collaborating closely with others
• Is flexible and willing to step in when priorities change
• Takes pride in producing accurate, professional work

Computer Skills

Strong computer skills are important for this position.

Candidates should be comfortable working with:

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft 365
• Online platforms, databases, and web-based software

Experience with Canva, CRM systems, email marketing platforms, social media platforms, or other marketing software is a plus, but is not required.

Candidates do not need to be graphic designers or advanced Excel users, but should be very comfortable working on a computer, creating and editing professional PowerPoint presentations, working with spreadsheets and lists, formatting documents, and learning new technology.

Experience

Previous experience in marketing, communications, administrative coordination, client service, hospitality, or a similar professional environment is preferred.

We are open to candidates from different professional backgrounds. Strong organizational skills, professionalism, computer skills, initiative, and follow-through are more important to us than a specific career path.

Schedule & Work Environment

This is a full-time, in-office position, Monday through Friday.

Our educational workshops are frequently held in the evenings at locations throughout the area. This position will help coordinate and attend these workshops, so candidates must be comfortable with evening work approximately once per week.

Compensation

$55,000–$65,000 annually, depending on experience and qualifications.