Marketing Operations Associate

Trilogy Financial•Irvine, CA

4h•Onsite

About The Position

This is not a traditional marketing role. We are looking for a Marketing Operations Associate to provide assistance and organization to the department. As a Marketing Operations Associate, you will be the first point of contact for the department: managing the request queue, shepherding compliance submissions through the approval process, supporting advisor-facing projects, and keeping everything moving on time. You are the person who ensures nothing falls through the cracks. This role requires someone who is energized by process, precision, and follow-through. The ideal candidate thrives on checklists, takes pride in clean handoffs, and can hold the line with internal clients while staying professional and kind. Social media management and event coordination are on the horizon as the team grows, making this a strong foundation for a broader marketing career in financial services.

Requirements

Exceptional attention to detail – accuracy is non-negotiable in this role.
Strong organizational skills with the ability to manage multiple projects and deadlines simultaneously.
Clear written and verbal communication; comfortable setting expectations with internal clients.
Process-oriented mindset: you build systems, document steps, and follow through.
Ability to learn new software quickly.
Professional demeanor and ability to maintain confidentiality.
Comfortable with repetitive, precision-dependent work.
High school diploma required.
1–2 years of experience in an administrative, operations, compliance support, or project coordination role.
Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).

Nice To Haves

Associate’s or bachelor’s degree preferred.
Experience in a regulated industry (financial services, legal, healthcare) is a strong plus.
Experience with a CRM, ticketing system, or shared work queue is preferred.
Client service or internal stakeholder management experience preferred.

Responsibilities

Manage marketing compliance submissions end-to-end: submit materials, track status, review reviewer notes, implement required changes, and obtain final approval.
Review all outgoing marketing content (emails, blogs, business cards, social posts) for compliance, brand consistency, and proofreading accuracy.
Maintain organized records of all compliance submissions and approval history.
Own the Marketing Queue: intake creative requests, assign timelines, track deliverables, and communicate status updates to requestors.
Act as the department’s primary point of contact for incoming inquiries, routing messages to the right team members and managing expectations proactively.
Support the ongoing progress of all department projects, flagging road blocks early and helping drive items to completion.
Serve as a key resource for financial advisors submitting marketing requests, guiding them through the compliance and approval process.
Manage onboarding materials for new hires, including email signatures, title approvals, website bios, and business cards.
Communicate clearly and professionally with advisors, including those with high expectations and strong personalities.
Support marketing campaigns and departmental administrative tasks.
Assist with coordinating internal and external events as needed.
Other duties as assigned.