Marketing Coordinator

Oxford Advisory Group is a growing retirement and wealth planning firm dedicated to helping individuals and families navigate their financial future with confidence. Our team of advisors, marketers, and client service professionals are committed to delivering exceptional client experiences through personalized service, educational events, and strategic financial guidance

We are seeking a highly organized, detail-oriented Marketing Coordinator to join our Venice Office. This role is ideal for someone who enjoys coordinating events, managing marketing initiatives, communicating with clients, and contributing to a fast-paced, collaborative environment.

Position Overview
The Marketing Coordinator plays a key role in supporting the firm’s marketing efforts, client communications, and event execution. This individual will work closely with leadership to coordinate seminars and educational events, maintain client and prospect communications, manage marketing materials, and ensure a seamless experience for both clients and prospects.

The ideal candidate is proactive, dependable, professional, and capable of managing multiple projects while maintaining a high level of accuracy and attention to detail.

Key Responsibilities
Event Marketing & Coordination

Coordinate educational seminars and client events from planning through execution

Manage event registrations, attendee communications, and follow-up activities

Work with vendors, venues, and internal stakeholders to ensure successful event execution

Attend events as needed and provide on-site support

Track event participation and assist with post-event reporting and follow-up

Marketing & Communications

Assist in creating and distributing marketing materials, presentations, and client communications

Review and proofread marketing content for accuracy and professionalism

Support digital and traditional marketing initiatives

Assist leadership with proposals, presentations, and promotional materials

Maintain marketing databases and CRM records

Client & Administrative Support

Serve as a professional point of contact for clients and prospective clients

Answer and direct incoming calls while providing exceptional customer service

Confirm appointments and maintain team calendars

Follow up with prospects regarding appointments, event attendance, and required documentation

Perform data entry, scanning, filing, and other administrative tasks as needed

Qualifications

Excellent verbal and written communication skills

Strong organizational and time management abilities

Ability to work independently and manage multiple priorities

High attention to detail and strong proofreading skills

Professional and polished customer service skills

Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

Experience with CRM systems is preferred

Event planning or event coordination experience is a plus

Marketing, communications, business, or related experience is preferred

Competitive salary of $50,000-$60,000

Medical and dental benefits

Retirement plan benefits

Collaborative and growth-oriented work environment

Schedule

Full-time, 40 hours per week

Primarily Monday through Friday

Occasional evening availability required for seminars and client events

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