Job Description
Job DescriptionSalary: $24 per hour
About CSI Group
CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services that guide individuals and families to achieve lasting financial prosperity.
We specialize infinancial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy.
Through our one-stop-shop approach, we make high-quality financial services both affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones.
Join CSI Group and become part of a team that is transforming lives and communities by delivering meaningful, lasting financial solutions. Be part of a team that values your contributions and invests in your growth!
Overview
We are seeking a motivated and enthusiastic Marketing Associate with 1 plus years of previous marketing experience to join our growing firm. This is a great opportunity for an individual looking to continue their marketing career with hands-on experience in many areas of marketing. This position also offers opportunity for long-term growth within the company. The Marketing Associate position reports to the Senior Marketing Specialist for CSI Group.
Key Responsibilities
- Help manage the HubSpot platform, including defining client lists, maintaining
accurate database fields, assigning contacts for follow-up, and identifying blind spots in the database to improve quality control - Produce the company newsletter and email campaigns, including creating ideas on content, working with colleagues, building the newsletter in HubSpot, and distributing the campaign to clients and prospects
- Maintain the accuracy of the companys Google business page listings, industry listings, and social media channels, monitor client comments, and respond to messages
- Update the website with new images or copy
- Help with creating low-profile campaign elements such as email campaigns, flyers, and letters to clients
- Help with project management and administrative requests
- Attending meetings with senior management to get deeper exposure to the business and strategic discussions
Qualifications
- Minimum 1 plus years of experience in agency account services role (preferred) or client- side marketing role
- Interest in working in complex industries: tax, financial services, and legal
- Ability to incorporate data into reports that enable analysis of information to inform management decisions
- Comfortable in experimenting with new technologies, including AI tools
- Detail-oriented with strong organizational, written, and verbal skills
- Ability to work and learn independently as well as collaborate in a team environment
- Bachelors degree (marketing preferred)
Skills
- Strong working knowledge of HubSpot (preferred) or Salesforce
- Proficiency in Adobe Creative Suite (preferred) or Canva
- Proficiency in Microsoft Office Suite
This is an on-site position with hybrid opportunity once trained