Horter Investment Management is hiring: Marketing Assistant in Cincinnati

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At Horter, we’re committed to fostering client relationships through innovative financial solutions. Our team excels in collaboration, precision, and strategic growth. Join us as our Marketing Assistant to drive our lead‑generation efforts and support our expansion in existing and new markets.

Opportunity

As our Marketing Assistant, you’ll handle the administrative logistics and support tasks behind our marketing initiatives. From assisting with seminar operations to performing data entry and assessment, you’ll ensure our processes run smoothly and efficiently. You’ll collaborate closely with our Marketing & Client Relations Teams to provide administrative support, directly contributing to our growth in Cincinnati and beyond.

What Makes This Role Unique

• Supportive Impact: Your administrative expertise directly supports our marketing success, from organizing seminar materials to maintaining accurate data records.
• Hands‑On Scope: You’ll handle everything from seminar logistics to document management, focusing on execution and organization.
• Growth Focus: You’ll play a key role in supporting scalable operations, following standardized processes for expansion, and assisting team members with routine tasks.
• Collaborative Balance: Work closely with creative teams to provide administrative assistance, ensuring a cohesive marketing strategy.

Key Responsibilities

• Seminar Support: Assist in the preparation and coordination of retirement seminars, including confirming attendee details, managing materials and folders, updating attendance records, and following up with participants.
• Data Entry and Record‑Keeping: Perform accurate data entry into CRM systems, update contact information, track seminar metrics like registrations and attendance, and maintain organized digital and physical files for easy access and compliance.
• Phone and Communication Duties: Handle inbound calls, support appointment scheduling for prospects and clients, and assist with basic client communications to ensure timely responses and accurate information relay.
• General Support Tasks: Aid in document management by scanning, uploading, and archiving materials, and updating the associated tracking records.

Who You Are

• Highly Organized: You manage complex logistics and timelines with meticulous attention to detail.
• Collaborative: You thrive in partnering with creative teams to align operations with messaging.
• Data‑Driven: You excel at analyzing metrics and translating insights into strategies.
• Tech‑Savvy: Proficient in CRM systems, analytics tools, and process integrations.
• Growth‑Minded: You’re eager to support scalability and embrace new challenges.

Why Join Us

• Impactful Role: Drive growth through optimized operations and actionable analytics.
• Career Growth: Build expertise in administrative and marketing operations with leadership opportunities in expansion.
• Supportive Team: Join a collaborative culture focused on innovation and client success.
• Competitive Compensation: Salary of $40,000–$50,000 per year based on work experience, plus the opportunity for performance‑based bonuses.
• Benefits: 401(k) with matching, dental/health/vision insurance, paid time off.
• Location/Job Type: Full‑time, in‑office; 11726 Seven Gables Road, Cincinnati, OH 45249.
• Schedule: Monday–Friday, 8:30 AM–5:00 PM, with occasional paid overtime hours for event assistance.

Apply Now

Embark on a rewarding journey with us where you can make a significant impact while working alongside industry leaders. Be part of a team that thrives on excellence, innovation, and a commitment to exceptional service. Apply now to become the Marketing Assistant at Horter Investment Management and take the next step toward a flourishing career.