Wealth Services Coordinator

-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

PM22