Marketing Administrator

Alera Group•Wethersfield, CT

13d•Onsite

About The Position

Marketing Administrator – Wealth Services At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Marketing Administrator who will contribute to client relationships, financial strategy, and operational excellence. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. Why Alera Group Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Requirements

Strong organizational skills with exceptional attention to detail and follow‑through
Excellent verbal and written communication skills, including comfort representing the firm professionally by phone
Ability to manage multiple tasks simultaneously and prioritize effectively in a fast‑paced environment
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)

Nice To Haves

Experience in a marketing or administrative support role
Experience with CRM or data entry systems
Associate’s or Bachelor’s degree, or equivalent professional experience
Analytical mindset
Relationship‑building
Integrity and discretion
Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire.
CFP® preferred or encouraged
Ongoing continuing education to maintain active status

Responsibilities

Support marketing and business development activities that generate prospective client engagement, including workshops and outreach events
Assist with fulfillment operations by coordinating internal letters and working with external mail house vendors to ensure accurate and timely delivery
Handle inbound and outbound phone calls in a professional, warm, and brand‑consistent manner
Perform accurate data entry following marketing events and workshops, capturing attendee and lead information in a timely manner
Track and manage inventory of educational materials, print collateral, and office supplies, ensuring stock levels are maintained and replenished proactively
Monitor and replenish marketing materials across satellite offices, including travel within Connecticut as needed
Maintain organized records and ensure data accuracy within CRM or data entry systems
Ensure administrative processes align with internal standards and support consistent brand execution
Support business development initiatives by ensuring marketing materials and fulfillment operations are executed efficiently
Help maintain a positive experience for prospective clients through timely follow‑up and accurate information handling
Contribute to team effectiveness by adapting to shifting priorities and supporting ongoing marketing initiatives