Marketing & Events Assistant

Strategy Financial Insurance, LLC•Phoenix, AZ

2d•$60,000 - $65,000•Onsite

About The Position

Strategy Financial Group is seeking a detail-oriented and energetic Marketing & Events Assistant to support its marketing initiatives. This hands-on, multifaceted role combines event coordination, graphic design, and marketing communications. The position supports educational seminars, workshops, webinars, and client appreciation events while developing creative materials and communications that strengthen the company’s brand and engage its audience. The role is based on-site in Phoenix, Arizona, and reports to the Chief Marketing Officer. The assistant helps coordinate event details, create professional presentations and marketing materials, write client communications, and collaborate with teammates to move projects forward. The successful candidate is organized, creative, resourceful, and comfortable balancing multiple priorities in a fast-paced environment. Strategy Financial Group describes itself as a close-knit financial planning firm dedicated to helping clients thrive in retirement. Its mission is to empower people to make informed decisions to thrive in retirement, guided by a growth mindset, doing the right thing, excellence, putting people first, and family. The company offers a supportive and collaborative team environment, professional development and growth opportunities, competitive compensation and benefits, exposure to varied marketing initiatives and events, and the opportunity to contribute to a growing, mission-driven organization.

Requirements

At least 2 years of experience in marketing, event coordination, communications, or a related role.
Strong organizational skills and ability to manage multiple projects simultaneously.
Demonstrated graphic design experience and proficiency in Canva and/or Adobe Creative Suite.
Excellent written communication, editing, and proofreading skills.
Strong Microsoft Office skills, particularly PowerPoint, Word, and Excel.
Experience coordinating events, managing logistics, or supporting event execution.
Exceptional attention to detail and commitment to high-quality work.
Ability to work independently, take initiative, and meet deadlines.
Strong interpersonal skills and a collaborative, service-oriented mindset.
Willingness to attend and support on-site events, including some evenings and occasional weekends.

Nice To Haves

Bachelor’s degree in marketing, communications, or a related field.
Experience in financial services, wealth management, or another professional services environment.
Experience with Salesforce or similar CRM platforms.
Familiarity with email marketing platforms and digital communications.
Experience creating client-facing marketing materials and presentations.
Familiarity with AI-powered marketing and productivity tools.
Experience supporting multiple events or campaigns simultaneously.

Responsibilities

Support planning, coordination, and execution of educational seminars, workshops, webinars, and client appreciation events.
Coordinate event communications, invitations, presentations, signage, and promotional materials.
Provide on-site event support, including setup, attendee experience, and event execution.
Track event details, maintain accurate records, and assist with post-event reporting.
Work with the events and marketing team to identify ways to improve event processes and experiences.
Design and update marketing materials, including direct mail, social media graphics, event invitations, brochures, and client communications.
Ensure creative materials align with company brand standards and messaging guidelines.
Maintain marketing collateral, promotional materials, and inventory.
Support development of creative concepts and campaign materials.
Develop clear, professional, engaging content for marketing materials and digital communications.
Coordinate preparation, review, and distribution of client communications.
Ensure communications reflect the firm’s brand voice, are accurate, and follow applicable compliance review procedures.
Collaborate with internal teams to support timely, consistent communication with clients and prospects.
Assist with executing marketing campaigns and department initiatives.
Support social media content development and other digital marketing needs.
Track project timelines, deliverables, and assigned responsibilities.
Use marketing technology and AI-powered tools to improve efficiency and creative production.
Identify opportunities to streamline processes, improve workflows, and enhance team productivity.