Marketing Coordinator

TruNorth Advisors; Charlotte (NC); On-site; USD 55,000 - 65,000; Full time

Job summary

TruNorth Advisors, LLC in Charlotte, NC is seeking a warm, organized receptionist to welcome clients and support events and office operations. You will handle calendar management, data entry, and provide exemplary customer service to clients and prospects, both in person and by phone.

The role requires strong communication, attention to detail, and the ability to coordinate with vendors for weekly live events. Starting salary is $55-65K with full benefits and generous vacation.

Qualifications

• Ability to work independently, good time management and critical thinking.
• Excellent written and oral communications.
• Superior client relations skills.
• Proficiency in Microsoft Office Suite.
• Ability to handle in-bound calls with ease and confidence.
• Ability to work independently with high-level productivity.
• Willingness to learn new programs.

Responsibilities

• Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded
• Answer phones, check for and take messages, connect and field incoming calls for event responders
• Confirm appointments by phone and email each day and maintain our team calendar

Skills

Customer service

Event planning

Time management

Communication

Problem solving

Independent work

Tools

Microsoft Office Suite

Job description

Are you a caring and energetic individual with attention to detail that loves customer service and creating a \"wow\" factor? Do you enjoy interacting with people and have a great sense of humor Would you enjoy working for a growing, prestigious company in a fun, team environment?

At TruNorth Advisors, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.

Being able to coordinate with vendors for live events taking place each week is important to the role. If you like planning events and seeing through their execution this may be a great opportunity for you!

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision. We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit:

• A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible
• Resume must be included in the application

Commitment: 40 hours per week, Schedule has flex in it as some events occur in the evenings.

Compensation: Starting salary range is $55-65K, plus full medical and dental benefits and a generous retirement benefit plan. 4+ Weeks of Vacation including the week of Christmas and Thanksgiving in addition to the 4 weeks! All Holidays off, including your birthday!

Skills & Experience Required

• Ability to work independently, good time management and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Proficiency in Microsoft Office Suite
• Ability to handle in-bound calls with ease and confidence
• Ability to work independently with high-level productivity
• Willingness to learn new programs

Duties & Responsibilities

Clients & Team Support

• Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded
• Answer phones, check for and take messages, connect and field incoming calls for event responders
• Confirm appointments by phone and email each day and maintain our team calendar