United States Job Openings
Abich Financial Services
Marketing Associate
Ashburn
FULL TIME
November 25, 2024
Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past three years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Principle Duties & Responsibilities
- Facilitate the implementation, maintenance, and performance of regular marketing efforts including radio shows, TV shows, webinars, and in-person presentations/events.
- Organize, process, and report incoming leads data
- Able to maintain an active database using Google Sheets spreadsheets to quantify ROI on advertising investment, establish Key Performance Indicators, determine client acquisition cost, lead acquisition cost, client conversion ratio by source, and other related data.
- Facilitate Website updates
- Update and manage company blog posts, newsletter and social media
- Facilitate company emails for company updates, upcoming events, or any other pertinent emails using our mailing list platform
- Define missed opportunities & implement ways to increase touchpoints
- Prepare marketing collateral and presentation material for clients and prospects
- Build out and maintain the yearly marketing calendar
- Screen and register prospects for upcoming events and workshops
- Work alongside numerous third-party business associates and/or vendors, relationships with other related business
- Ensure compliance with regulatory bodies in all marketing and client relations efforts
- Oversee brand consistency across various marketing campaigns
- Bachelor’s degree in marketing, business, communications, or related field.
- Position requires experience in an administrative, marketing, or operational role; strong communication, writing and sense of professionalism
- Strong fluency in Google Workspace/Suite, particularly Google Sheets
- Strong familiarity with data organization and reporting
- Ability to prioritize daily activities, move swiftly in a fast-paced work environment
- Strong critical thinking and problem solving skills
- Communicate effectively and efficiently both verbally and in writing
- Financial background a plus
- Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, Power Point and Outlook)
- Ensure adequate follow-up and closure on daily tasks and projects
- Handle confidential information in a discrete and professional manner
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Tuition reimbursement
- Vision insurance
- 8 hour shift
- Day shift
- Monday to Friday
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