Marketing Administrator

Marketing Administrator – Wealth Services Location On-Site Overview At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Marketing Administrator who will contribute to client relationships, financial strategy, and operational excellence. About Alera Group Founded in 2017, Alera Group has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service. Responsibilities Client Experience & Advisory Support Support marketing and business development activities that generate prospective client engagement, including workshops and outreach events Assist with fulfillment operations by coordinating internal letters and working with external mail house vendors to ensure accurate and timely delivery Handle inbound and outbound phone calls in a professional, warm, and brand‑consistent manner Perform accurate data entry following marketing events and workshops, capturing attendee and lead information in a timely manner Operational & Compliance Excellence Track and manage inventory of educational materials, print collateral, and office supplies, ensuring stock levels are maintained and replenished proactively Monitor and replenish marketing materials across satellite offices, including travel within Connecticut as needed Maintain organized records and ensure data accuracy within CRM or data entry systems Ensure administrative processes align with internal standards and support consistent brand execution Growth & Retention Support business development initiatives by ensuring marketing materials and fulfillment operations are executed efficiently Help maintain a positive experience for prospective clients through timely follow‑up and accurate information handling Contribute to team effectiveness by adapting to shifting priorities and supporting ongoing marketing initiatives Qualifications Required Qualifications Strong organizational skills with exceptional attention to detail and follow‑through Excellent verbal and written communication skills, including comfort representing the firm professionally by phone Ability to manage multiple tasks simultaneously and prioritize effectively in a fast‑paced environment Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Preferred Qualifications Experience in a marketing or administrative support role Experience with CRM or data entry systems Associate’s or Bachelor’s degree, or equivalent professional experience Core Competencies Analytical mindset Relationship‑building Integrity and discretion Compensation Salary range - $59,000 – $68,000 per year Benefits Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more. Work Model This role is In-Office Professional Development – Alera Group Academy Role‑specific learning paths Leadership development programs Technical and compliance training Industry certifications and continuing education support Peer learning and knowledge‑sharing communities Licensure & Certifications Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire. CFP® preferred or encouraged Ongoing continuing education to maintain active status We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status or any other protected class. Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process. #J-18808-Ljbffr Alera Group, Inc.