Marketing Assistant/Office Coordinator

Poms & Associates Insurance Brokers LLCCalabasas, CA
just now$23 - $25Onsite

About The Position

Poms & Associates is seeking a detail-oriented Marketing & CRM Assistant / Office Coordinator to provide support with marketing execution, CRM data management, and in-office administrative tasks. This temp-to-hire, part-time, support-focused role ensures smooth day-to-day operations by assisting with campaigns, maintaining accurate CRM records, and providing designated office coordinator coverage, all under the guidance of the Marketing Manager and office leadership.

Requirements

  • Bachelor’s degree in Marketing or a related field preferred, or current enrollment in a Marketing or related degree program.
  • Strong attention to detail and organizational skills.
  • Comfortable following established processes and procedures.
  • Professional, friendly demeanor when interacting with clients, guests, and team members.
  • Excellent communication and problem-solving abilities.
  • Capacity to work independently, take initiative, and be a self-starter.
  • Basic proficiency with Microsoft Office and Outlook.
  • Reliable, punctual, and comfortable working in an on-site office environment

Responsibilities

  • Assist with the execution of firm-approved marketing campaigns and initiatives
  • Maintain marketing calendars, checklists, and task tracking tools
  • Support event planning and coordination, including follow-ups and marketing logistics
  • Enter, update, and maintain CRM data accurately, including cleaning lists, managing tags, and following documentation standards
  • Support producers with routine marketing tasks and inquiries, escalating non-standard questions as needed
  • Answer, screen, and direct incoming phone calls professionally
  • Greet and welcome clients, guests, and vendors, maintaining a professional lobby
  • Schedule and manage meeting rooms, including conference setup and logistics
  • Receive deliveries, process outgoing shipments, and distribute incoming mail
  • Monitor office supply inventory and assist with ordering and restocking as directed
  • Assist with general clerical and administrative tasks to support overall office operations
  • Perform other projects, research, and tasks as assigned

Benefits

  • Opportunity to grow your skills in marketing, CRM management, and office operations.
  • Supportive, team-oriented environment.
  • Hands-on experience in both administrative and marketing functions.
  • Career advancement opportunities
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