Winged Keel Group · 1 week ago
Marketing & Communications Assistant
New York, United States
Full-time
Onsite
Entry Level
1+ years expWinged Keel Group is the premier national high-end life insurance platform, specializing in various insurance portfolios. They are seeking a highly motivated Marketing & Communications Assistant to support marketing, communications, events, and gear management, offering exposure to multiple facets of the organization.
BankingFinancial ServicesVenture Capital
Responsibilities
Design event invitations in Canva for Outlook distribution
Assist with Cvent campaign setup and monitoring – event websites, guest registration, confirmations, etc
Support sponsorship invoice creation
Update event attendance and engagement data in Salesforce
Submit events to the M compliance journal for record keeping
Assist with venue scouting and overall upkeep of events team vendor resources
Onsite assistance at events (setup, check-in and other tasks)
Execute graphic design needs for sponsor ads, digital materials, and internal and external documents
Periodically update Grab & Go documents and other firm digital materials
Maintain WKG’s digital branded stationary (letterhead, templates, etc.)
Order new branded stationery and collateral, as needed (business cards, letterhead, notecards, folders, pens, etc.)
Share updated bios and headshots upon CRM request and coordinate updates as needed
Design invites, banners, and other marketing graphics in Canva, as needed
Refine and maintain the marketing dashboard to ensure accurate reporting and actionable insights
Manage CRM lists, execute targeted email campaigns, and analyze campaign performance data to optimize engagement
Create, review, and schedule LinkedIn posts; monitor engagement and track performance metrics
Manage compliance submissions related to Marketing and Communications activities
Draft clear, compelling email copy for internal and external audiences
Maintain and update website content to ensure accuracy and alignment with brand standards and company developments
Oversee production and accuracy of business cards and branded stationery
Project manage communications initiatives, including timelines for announcements and acquisitions, ensuring timely and accurate delivery
Order new gear as inventory requires replenishment, evaluating pricing and vendors
Track all gear orders in the gear tracker and Salesforce, log requests and approvals
Support CRM team with gear fulfillment needs
Identify new, relevant gear items and provide recommendations to the M&C team
Coordinate conference-specific speaker gifts and gear items
Work with Senior Associate for approvals and complete compliance submissions as required
Qualification
Required
Minimum of 1-2 years in an agency or in-house PR or marketing and communications position
Highly organized and detail-oriented mindset
Superior multi-tasking skills and comfortable managing competing priorities and deadlines
Exceptional interpersonal skills
Strong ability to work effectively with a team and individually
Demonstrated ability to organize, prioritize, and follow-through in a fast-paced environment
Effective listener and communicator
Composed and professional presentation with a pleasant demeanor
Proficiency in Outlook, Word, Excel, and PowerPoint
Comfortable learning new systems and processes quickly
Superior communication skills
Preferred
Experience working with financial services clients is a plus
Experience with planning and executing highly curated and upscale events
Salesforce experience is a plus
Experience using Canva
Experience creating graphics in Canva or a related program is a plus
Benefits
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Company
Winged Keel Group
Winged Keel Group is a financial services company specializing in structuring and administration of insurance portfolios.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-01-13Acquired
Recent News
Morningstar.com
2025-09-29
Company data provided by crunchbase