The Marketing and Client Coordinator enhances the client experience by providing exceptional client service, supporting office functions, and serving as administrative, marketing, and operational support to financial advisors. The Marketing and Client Coordinator is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with the advisors, as well as new and existing clients. In addition, they will play a vital role in the company’s marketing directives. Responsibilities: • Preparing and setting up for workshops • Confirming with attendees for workshop attendance • Facilitating workshops, ensuring they run smoothly • Following up after workshops, calling attendees to schedule appointments with advisors • Answering Inbound calls • Scheduling Client/Prospect Appointments • Coordinating logistics with Venue/Vendors Qualifications: • Strong communication skills, both written and verbal • Attention to detail • Ability to build rapport with clients • Strong sense of follow-through • Proficiency in MS Suite, Internet Applications • CRM experience • Task prioritization • Office experience • Ambition to grow • Associates degree or bachelor’s degree Compensation: $50,000 yearly

• Preparing and setting up for workshops • Confirming with attendees for workshop attendance • Facilitating workshops, ensuring they run smoothly • Following up after workshops, calling attendees to schedule appointments with advisors • Answering Inbound calls • Scheduling Client/Prospect Appointments • Coordinating logistics with Venue/Vendors