Marketing & Communications Coordinator (Part-Time)

Position Description
The Marketing & Communications Coordinator is a part‑time role (24 hours per week, three days in the office) responsible for managing content creation, communications, and day‑to‑day execution of marketing initiatives across Shepherd Financial. This includes email campaigns, social media, branded materials, and event support, all delivered consistently and in alignment with Shepherd’s brand and messaging.

Core Responsibilities

Draft and manage regular external‑facing communications, including newsletters, webinar invitations, and other firm‑wide messaging

Manage email marketing campaigns, plus list management and segmentation, through Constant Contact and Redtail

Develop a structured content and communications calendar

Draft, design, and schedule compliance‑approved social media content

Manage Shepherd Financial’s social media presence, including engaging with others and amplifying team activity

Repurpose and adapt existing content across channels (email, social, web) to maximize reach and consistency

Monitor and respond to messages received through the Shepherd Financial team inbox

Design & Brand Execution

Create and update branded materials using Canva or Adobe Creative Suite

Maintain and update website content

Maintain and update intranet content as needed

Collaborate with the Director – Marketing & Communications as a creative partner, drafting and designing materials for review and ensuring brand consistency across all deliverables

Operations & Administrative Support

Support logistics for internal and external events, as needed

Manage inventory and ordering for printed materials, business cards, signage, swag, etc.

Support internal engagement efforts, ensuring initiatives are organized and progressing

Format, brand, and finalize RFP responses prior to submission

Provide support for award submissions, including drafting or reviewing content

Partner with the Office Administrator to ensure client gifts go out accurately and on time

Complete marketing‑related tasks for new hires and offboarding employees

Support special campaign logistics and workflows (e.g. 401(k) day, 403(b) day, etc.)

Position Expectations

2—5 years of experience in marketing, communications, or a related field

Experience within financial services or a related industry strongly preferred

Strong understanding of marketing fundamentals, including email marketing, social media, and content creation

Proficiency with Canva required; experience with Adobe Creative Suite (Photoshop, Illustrator, InDesign) a plus

Experience with marketing platforms such as Constant Contact, Redtail, and/or WordPress preferred

Strong writing and editing skills, with the ability to write clearly and on brand across different audiences

Exceptional attention to detail and organizational skills

Ability to work in‑office three full days per week (24 hours total)

Compliance with Shepherd Financial’s internal policies

Begin each business day no later than 8:30 AM

Compensation & Benefits

Salary plus firm‑wide revenue sharing program and discretionary year‑end performance bonus

Incentive‑based salary enhancement for referrals of new annualized recurring revenue from either retirement plans or wealth management

401(k) eligibility and employer match

Part‑time employees are not eligible for paid time off (PTO) accrual, holiday pay, or medical and other insurance benefits

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