Marketing Coordinator

CFO Systems Recruiting DivisionWestport, CT
Onsite

About The Position

We are currently recruiting for a fantastic opportunity as a Marketing Coordinator with a growing and highly successful wealth office. The Marketing Coordinator is responsible for supporting the planning, coordination, and execution of marketing initiatives, client engagement activities, events, sponsorships, and related operational processes. This full-time direct hire role helps ensure marketing efforts are organized, timely, compliant, and aligned with business priorities. Key responsibilities include supporting the Chief of Staff, and Marketing , Events & Social Media Manager; managing vendor relationships; tracking project timelines; assisting with compliance-related workflows; and helping execute client events, sponsorship activities, and marketing campaigns. This role requires strong organization, attention to detail, responsiveness, follow-through, and the ability to manage multiple priorities in a fast-paced client-centric environment. You will work closely with leadership, gain exposure to multiple areas of the business, and contribute meaningfully to delivering exceptional experiences for our clients and partners.

Requirements

  • Strong organization skills.
  • Attention to detail.
  • Responsiveness.
  • Follow-through.
  • Ability to manage multiple priorities in a fast-paced client-centric environment.
  • Proficiency with Microsoft Office Suite, Google Workspace, SharePoint, and other standard business applications.

Nice To Haves

  • Highly proactive with the ability to anticipate needs and take initiative independently.
  • Strong organizational and project management skills with exceptional attention to detail and follow-through.
  • Excellent written and verbal communication skills.
  • Ability to receive feedback constructively, adapt quickly, and execute tasks efficiently.
  • Demonstrates accountability, professionalism, and sound judgment.
  • Positive, collaborative, and service-oriented demeanor.
  • Comfortable managing multiple priorities in a fast-paced, evolving environment.
  • Prior experience supporting marketing initiatives, events, administrative operations, or client service functions.

Responsibilities

  • Supporting the planning, coordination, and execution of marketing initiatives, client engagement activities, events, and sponsorships.
  • Managing vendor relationships.
  • Tracking project timelines.
  • Assisting with compliance-related workflows.
  • Executing client events, sponsorship activities, and marketing campaigns.
  • Supporting the Chief of Staff, and Marketing, Events & Social Media Manager.

Benefits

  • Supportive and team-oriented environment where individuals can grow and succeed.
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