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Client Services and Marketing Coordinator

Colorado Retirement Association (formerly CCOERA)

in Littleton CO

Colorado Retirement Association (formerly CCOERA)

POSITION SUMMARY: The Client Services and Marketing Coordinator provides administrative support to the Marketing Director, Director of Client Management, Client Service Mangers and the Executive Director. 

This position is ideal for a well-organized, creative, self-starter who enjoys multi-tasking and working with both technology and people.

ESSENTIAL JOB RESPONSIBILITIES:
Client Services

Updates member records and is responsible for the integrity of the database in Salesforce. Assists with planning seminars, and makes follow-up phone calls to set or confirm appointments. Helps deepen existing client relationships by recognizing opportunities during day-to-day client interactions, proactively preparing a variety of reports for scheduled appointments, and scheduling systematic contact activities. Daily office administration duties include assisting in creating proposals and presentations, overseeing appointment setting and schedules.

Marketing
Coordinates and executes specific tasks associated with the implementation of marketing plans and activities. Typical tasks include copyediting, copywriting, power point creation and updating website content. General word processing and proofreading. Assists in execution of direct mail programs and e-campaigns. Executes creation and distribution of client services satisfaction surveys & tracks response data. Assists in ordering of promotional materials, letter head, business cards etc.

Administers and coordinates meetings and seminars including AV and Zoom set-up. Coordinates site selection, registration, participant accommodations, and event planning.

Executive Director
Administers and coordinates board meetings and meeting materials for the organization. Administers board elections.
Serves as a backup to the Office Administrator.

BEHAVIORS AND COMPETENCIES:

  • Teamwork/Relationship Building – Works cooperatively with others in the accomplishment of joint tasks and common objectives. Understands team dynamics, fostering collaboration, providing a tangible contribution and listening and responding to the input of others in a manner that creates an environment of mutual trust and respect.
  • Achievement Orientation – Consistently meets/exceeds the goals and objectives set by self and others. Explores ways to improve service and work in an efficient and cost-effective manner.
  • Customer Service Orientation – Dedication to meeting the expectations and requirements of internal and external customers. Establishes and maintains effective relationships with customers and gains their trust and respect.
  • Communication – Expresses one’s needs, wants, opinions and preferences without offending the sensitivities of others. Listens with objectivity and clarifying messages; giving and receiving feedback effectively.
  • Problem Solving/Analytical Thinking – Ability to identify and define problems, and create solutions. Looks beyond the obvious and doesn’t stop at the first answer. Ability to see the “big picture” and understand how the various parts of an organization fit together.
  • Accountability – An obligation or willingness to accept responsibility or to account for one's actions.

QUALIFICATIONS, KNOWLEDGE, & SKILLS REQUIRED

  • Bachelors or Associates Degree in business related field.
  • Two plus years of office/administrative experience.
    Financial industry administrative experience a plus.
  • Intermediate to advanced level of knowledge in MS Office suite & Adobe Acrobat Pro – online pre-employment assessment will be conducted prior to hire.
  • Knowledge of Salesforce a plus.
  • Solid problem solving and organizational skills.
  • Solid interpersonal and communication skills.
  • Office coordination and customer service skills.
  • Strong editing & proofreading skills.

PHYSICAL REQUIREMENTS/WORKING CONDITIONS:

  • Valid driver’s license to complete office errands.
  • Normal office environment.
  • Some travel to events may be required including limited overnight travel.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.             

How to Apply

Find out what makes CRA a great place to work!  Competitive benefits package includes healthcare, retirement, paid time off and a family friendly work environment. Send cover letter, resume, references and salary requirements to jobs@cra-online.org . No phone calls or walk-ins please.


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