Marketing Coordinator

The Pension Group; Columbus (OH); On-site; USD 55,000 - 62,000; Full time

Job summary

The Pension Group in Columbus, OH is seeking a warm, organized professional to serve as the primary client and prospect liaison. You will coordinate live events, manage calls, schedule appointments, and support marketing communications while building strong client relationships.

This full-time role requires attention to detail, multitasking, and a proactive approach to delivering exceptional service in a fast-paced environment.

Qualifications

• Ability to work independently and manage varied tasks.
• Excellent written and oral communications skills.
• Superior client relations skills.
• Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel).
• Ability to handle inbound calls with ease and confidence.
• Willingness to learn new programs and adapt to evolving tasks.

Responsibilities

• Execute live events from start to finish, including planning, on-site management and post-event follow-up with prospects.
• Answer phones, take messages, and manage incoming calls for event responders.
• Confirm appointments by phone and email daily and maintain team calendar.
• Provide prompt, professional responses by listening to client needs.
• Assist in creating professional communications and event materials in Word/PowerPoint and Salesforce CRM.
• Follow up with prospects to confirm details and collect information as needed.

Skills

Independent work

Time management

Critical thinking

Written & verbal communication

Client relations

Microsoft Office

Inbound calls handling

Self-motivation

Willingness to learn

Tools

Microsoft Office Suite

Salesforce CRM

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 The Pension Group, 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.

Commitment:

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

Compensation:

Starting salary range is $55-62K, plus benefits including 3 Weeks starting vacation from date of hire. 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.
• Listen to and understand client needs, respond in a prompt and professional fashion

Marketing & Communications Support

• Assist in creating professional communications and event materials on behalf of leadership in Word, PowerPoint and our Salesforce CRM system.
• Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires.
• Assist with preparation of proposals in formatting and printing.
• Review and proof marketing materials, letters and communication pieces.
• Research, input and organize prospect data in CRM system and provide executive summary of findings.