Poms & Associates · 1 day ago
Marketing Assistant/Office Coordinator
Poms & Associates is seeking a detail-oriented Marketing & CRM Assistant / Office Coordinator to provide support with marketing execution, CRM data management, and in-office administrative tasks. This role ensures smooth day-to-day operations by assisting with campaigns, maintaining accurate CRM records, and providing designated office coordinator coverage.
Financial ServicesInsurance
Responsibilities
Assist with the execution of firm-approved marketing campaigns and initiatives
Maintain marketing calendars, checklists, and task tracking tools
Support event planning and coordination, including follow-ups and marketing logistics
Enter, update, and maintain CRM data accurately, including cleaning lists, managing tags, and following documentation standards
Support producers with routine marketing tasks and inquiries, escalating non-standard questions as needed
Answer, screen, and direct incoming phone calls professionally
Greet and welcome clients, guests, and vendors, maintaining a professional lobby
Schedule and manage meeting rooms, including conference setup and logistics
Receive deliveries, process outgoing shipments, and distribute incoming mail
Monitor office supply inventory and assist with ordering and restocking as directed
Assist with general clerical and administrative tasks to support overall office operations
Perform other projects, research, and tasks as assigned
Qualification
Required
Strong attention to detail and organizational skills
Comfortable following established processes and procedures
Professional, friendly demeanor when interacting with clients, guests, and team members
Excellent communication and problem-solving abilities
Capacity to work independently, take initiative, and be a self-starter
Basic proficiency with Microsoft Office and Outlook
Reliable, punctual, and comfortable working in an on-site office environment
Preferred
Bachelor's degree in Marketing or a related field preferred, or current enrollment in a Marketing or related degree program
Benefits
Opportunity to grow your skills in marketing, CRM management, and office operations.
Supportive, team-oriented environment.
Hands-on experience in both administrative and marketing functions.
Career advancement opportunities
Company
Poms & Associates
Poms & Associates is a company provides wide emphasis on educating, rather than dictating to the insurance buyer has remained constant.
Funding
Current Stage
Growth StageRecent News
2025-04-16
Business Journals
2022-09-02
Company data provided by crunchbase