Wealth Services Coordinator

Community Financial Services Bank

About The Position

This role is responsible for coordinating and executing marketing initiatives to promote CFSB Investments, managing the department's social media presence, and assisting in the development of marketing materials. The position also involves planning and coordinating client events, seminars, and workshops, managing event logistics, and representing the department at community events. Additionally, the role includes conducting internal referral training, building relationships with team members to generate referrals, and providing administrative support to financial advisors. Key responsibilities also encompass ensuring compliance with regulations, maintaining organized client files, and completing all assigned tasks and trainings before deadlines.

Requirements

Proficiency in marketing coordination and execution
Experience managing social media presence and content planning
Ability to develop marketing materials
Understanding of marketing and advertising regulations
Skills in event planning and logistics management
Experience in building and maintaining professional relationships
Strong administrative support capabilities
Excellent communication and client service skills
Ability to maintain organized records and files
Commitment to meeting deadlines and completing trainings
Willingness to comply with company policies and procedures

Nice To Haves

Experience in the wealth services or financial industry
Familiarity with CFSB/LPL policies and procedures

Responsibilities

Coordinate and execute marketing initiatives to promote CFSB Investments
Manage and maintain the department’s social media presence, including content planning and posting
Assist in developing marketing materials, including brochures, presentations, and digital content
Ensure all marketing and advertising efforts comply with applicable regulations
Coordinate branding, signage, and promotional materials for events and campaigns
Track and report on the effectiveness of marketing activities and campaigns
Plan and coordinate client events, seminars, and educational workshops
Manage event logistics including budgeting, vendor coordination, invitations, and follow-up
Represent the department at community events and networking opportunities
Conduct internal referral training across all markets
Build and maintain strong relationships with all front-line team members to generate referrals
Ensure proper documentation and record-keeping for client interactions and marketing activities
Provide administrative support to financial advisors, including scheduling, correspondence, and document preparation
Answer incoming calls and respond to client inquiries in a professional and timely manner
Maintain organized client files and records in accordance with compliance standards
Complete all tasks and trainings before deadlines
Learn and comply with all established CFSB/LPL policies, procedures, and standards
Perform other duties as requested by the Team Leader