Marketing Assistant

Position Overview


Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Marketing Assistant to join our growing team.


Essential Functions:

• Coordinate all marketing initiatives including but not limited to, social media, online, offline, research, creative concepts, and more.
• Support the Marketing Director in evaluating and establishing the marketing plan, setting objectives, planning, and organizing promotional presentations, and updating calendars
• Deliver high-quality service by teaching and supporting the marketing needs requested by the field and internal departments.
• Evaluate and monitor campaign performance on an ongoing basis by analyzing key metrics and reporting information in an actionable form.
• Create engaging marketing collateral for internal departments and the field including print, email, social, and digital assets.
• Assists in managing relationships with external vendors to ensure high-quality and timely execution of marketing programs, and to ensure competitiveness.
• Assists in event planning for attendance at conventions.

• Prior working knowledge of lending industry preferred.
• Analytic skills and the ability to think strategically
• Excellent communication skills including both verbal and written with the ability to speak effectively in a public arena.
• Ability to participate in and assist in the design of marketing programs with clients and/or agencies.
• Creative problem-solving skills with forethought of organizational goals and needs.
• Ability to effectively manage multiple projects and meet deadlines.
• Flexibility and responsiveness to changing business needs and demands.
• Ability to maintain and display a positive attitude at all times, supporting business needs and changes.
• Strong attention to detail, with the ability to focus in a fast-paced environment
• Ability to work independently with a high degree of initiative.
• Must be a team player and be able to interact with staff at all levels of the company.
• Working knowledge of Microsoft Office including Word, Excel, and PowerPoint.
• Experience using social media including Google, Facebook, Instagram, and LinkedIn.
• College degree in related field a plus but not required

• Integrity: This job requires maintaining honesty and ethical conduct.
• Dependability: Being reliable, responsible, and fulfilling obligations is crucial for this role.
• Initiative: This job requires a proactive approach, taking on responsibilities and embracing challenges.
• Cooperation: Being pleasant, displaying a cooperative attitude, and working well with others are essential.
• Persistence: This role demands perseverance in the face of obstacles. We are scrappy and resourceful.
• Concern for Others: Sensitivity to others' needs and feelings, and being understanding and helpful are key.
• Adaptability/Flexibility: Being open to change and thriving in a diverse workplace are necessary.
• Analytical Thinking: Analyzing information and using logical reasoning to address work-related issues and problems is critical.
• Attention to Detail: Being meticulous and thorough in completing tasks is essential, especially in this highly regulated industry.
• Achievement/Effort: Setting and striving for challenging goals and putting in effort to master tasks is expected.
• Social Orientation: Preferring collaborative work and establishing personal connections with colleagues is important.
• Independence: Developing individual approaches, working with minimal supervision, and taking personal responsibility for tasks are required.
• Innovation: This job values creativity and thinking outside the box to generate new ideas and solutions for work-related problems.

• While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds.
• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • Physical ability to set up booths, tables, and signage for conferences
  • Ability to lift 50 lbs.