Marketing Operations Coordinator
Job Description
Overview
This part-time role coordinates marketing activities, sales support, events, and communications across the tax and wealth practices, emphasizing task ownership, compliance, and a robust digital footprint. The position requires organized execution and proactive follow-through to advance client experience.
Responsibilities
- Maintain calendars and marketing workflows
- Track ownership and completion of marketing tasks across teams
- Schedule posts and monitor engagement
- Submit marketing materials to the compliance department and track statuses
- Maintain updates and accuracy across assets
- Monitor engagement through web presence, including Google Business and the website
- Ensure consistency across advisor sites
- Track timelines, logistics, and follow-through
- Track follow-ups and escalate issues as needed
- Support email campaigns and reporting
- Remind team members of deadlines, ownership, and next steps
- Track incomplete or overdue items and follow up when necessary
- Escalate if reminders are ineffective or repeated misses occur, involving leadership for support
Requirements
- Highly organized and detail-oriented
- Self-starter who can take ownership of assigned tasks
- Comfortable following up with people and holding them accountable
- Quick learner with software and systems
- Process-minded and able to improve repeatable workflows
- Warm, professional communicator
- Flexible and comfortable with a role that may grow over time
- Proficiency with Microsoft Office Suite (including OneDrive, Outlook, Word, Excel)
Technologies
- Microsoft Business Suite
- OneDrive
- Outlook
- Word
- Excel
- Salesforce
- Canopy
- Mailchimp
- Canva
- Eventbrite
- Buffer
- GoSocial
- Yext
- Hearsay
- BeFree
- Google Business
- Google Sheets
- WordPress
- Bloom Growth
Benefits
- Collaboration across teams
- Clear execution-focused role
- Growth without chaos
- Values-driven culture
- 401(k)
- 401(k) matching
- Flexible schedule
- Paid time off
- Professional development assistance
- Bonus opportunities
- Profit sharing
- Continuing education support
- Relaxed, collaborative team environment
Intro
MidCoast emphasizes a different approach to finances, with wealth and tax professionals working side by side to help clients live out a narrative of well executed outcomes. The firm operates as two aligned practices—a tax and accounting group and a financial advisory practice—sharing a common office and partnering to deliver a coordinated client experience.
Why We Do This
Our mission is to inspire well done from our team, clients, and the broader community.
How We Do This
Delivering well done experiences requires consistent execution, and this role ensures marketing, sales, events, and communications are organized, tracked, and followed through with excellence.
What We Are Up To
As the firms expand across tax and wealth teams, the demand for marketing, communication, event coordination, and sales follow-through grows. We seek a candidate who can consistently execute, track, and refine processes to support delivering well done within our sales and marketing efforts. The role provides structure, consistency, and accountability across marketing, sales support, events, compliance, and digital presence.
What We Offer
We support cross-team collaboration, a clear execution-focused environment, and growth with a values-driven culture.
Culture and Values
We uphold a culture that prioritizes others, trust, clear communication, and ambition. This role requires ownership, attention to detail, professional communication, and helping the team stay accountable.
Role Reality and Growth Path
The position is detail-heavy and execution-focused, with potential for expansion based on needs and performance.
Success in This Role
Success comes from consistent execution, reduced dropped items, and strong follow-through aligned with delivering well done. Key competencies include:
- Highly organized and detail-oriented
- Self-starter capable of owning tasks
- Comfort with follow-ups and accountability
- Quick learner with software and systems
- Process-minded with ability to improve repeatable workflows
- Warm, professional communication
- Flexibility for growth within the role
Preferred Experience
Experience in financial services, tax, wealth management, marketing coordination, sales support, event coordination, or compliance-heavy environments is advantageous, though not required.
Application Instructions
To apply, please submit a cover letter to [email protected] detailing why you want this position and the relevant experience you would bring to our culture.
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