Marketing & Growth Assistant

Mutual of Omaha Mortgage•San Rafael, CA

47d•$23 - $27•Onsite

About The Position

Mutual of Omaha Mortgage is seeking a proactive, detail-oriented, and creative Marketing & Growth Assistant to support its growing business in San Rafael, CA. This multifaceted role involves administrative support, social media management, business development/client outreach, event coordination, and creative content development. The assistant will organize and manage daily workflow, work independently, and collaborate with the team to manage the office, marketing, and events, ultimately improving operational efficiency. The company emphasizes hometown values, responsibility, and caring for its customers and employees, offering opportunities for internal promotion within its full-service lending company that provides both Forward and Reverse Mortgage products.

Requirements

1-3 years office-related work experience or demonstratable skills gained from volunteering and school experiences.
Highly organized, deadline-oriented, able to multi-task along with excellent written and verbal communication skills.
Proficient in social media platforms.
Creative thinker with strong attention to detail and a collaborative mindset.
Comfortable working collaboratively and in a supportive way to keep projects focused and on track.
Flexible schedule to adjust to Mary’s Jo’s calendar and with the ability to be in the San Rafael office during normal business hours on most days.
Enthusiastic about marketing, relationship-building, and continuous learning.
Eagerness to fine tune Ai skills and learn basic video editing for social posts and marketing.

Nice To Haves

Familiarity with email marketing and CRM tools is a plus.
Occasional Saturday planning sessions when Mary Jo is not able to attend weekday meeting due to scheduling.

Responsibilities

Maintain and update a comprehensive social media calendar aligned with corporate and other events.
Create/edit, and schedule engaging content across Instagram, Facebook, LinkedIn, and Google Business.
Submit requests to Mutual of Omaha’s creative team for branded graphics, thumbnails, and captions.
Audit and repurpose existing content while generating fresh ideas to keep platforms dynamic.
Monitor engagement, respond to comments, and analyze performance metrics to optimize reach.
Establish a consistent posting cadence across all platforms.
Support a top-producing loan officer with relationship-building efforts with referral partners and maintain lead tracking systems.
Assist in planning and executing partner presentations and client-facing events.
Manage calendar, paper flow, event logistics, and outreach.
Draft and distribute marketing emails and newsletters, including event invitations, announcements, and review requests.
Maintain and organize contact databases in Salesforce and BombBomb.
Update contact statuses, manage event attendance lists, and ensure data accuracy.
Add new contacts from networking events, referrals, and client interactions.
Coordinate with Mutual of Omaha’s creative team to request and manage design projects (e.g., invitations, infographics, videos, business cards).
Support internal branding and creative initiatives.
Facilitate weekly team meetings by preparing agendas, taking notes, and tracking action items.
Work in the San Rafael office and provide general administrative support and assist with ad hoc projects including printing, copying, scanning, receiving visitors, etc.
Attend and document through note taking, Ai, and photography, etc.: events, webinars, and calls as needed.
Document procedures. Help develop and refine internal procedures to improve team efficiency.
Facilitate client outreach and follow up calls, texts, and emails and setting appointments via daily phone calls.