We’re looking for a dedicated and proactive Marketing Assistant to join our team at Align Financial Solutions. In this role, you’ll provide essential administrative and marketing support, ensuring smooth daily operations and enhancing our brand presence. This position starts as a part-time and moves into a full-time position. 20-30 hours when they start and if they are a great fit for the company, we can certainly extend it to a full-time with benefits in a year. The ideal candidate will be organized, possess excellent communication skills, and have a keen eye for detail. A strong work ethic, ability to manage multiple priorities, and a background in customer service will be essential for success. If you’re a self-starter who thrives on delivering quality service, we’d love to hear from you! Send us your resume today to join our team. Responsibilities: • Handling email correspondence promptly, ensuring all client and prospect inquiries are addressed with care • Managing and updating our CRM, Dropbox, and spreadsheets, maintaining accurate data on client and prospect activities • Making outbound phone calls to clients or other partner professionals to build a strong relationship • Effectively managing calendar and scheduling client meetings and prospect calls • Managing social media accounts, including direct messages and engagement on LinkedIn • Creating and editing marketing materials or PowerPoint presentations with strong design elements Qualifications: • Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues • Shows great interpersonal skills and excellent written communication • Proven track record of completing projects on time in an orderly manner • Customer service experience in our industry is preferred • Social media marketing skills • Editing and proofreading skills • Strong attention to details • A background check is required for this position Compensation: $19 - $25 hourly

• Handling email correspondence promptly, ensuring all client and prospect inquiries are addressed with care • Managing and updating our CRM, Dropbox, and spreadsheets, maintaining accurate data on client and prospect activities • Making outbound phone calls to clients or other partner professionals to build a strong relationship • Effectively managing calendar and scheduling client meetings and prospect calls • Managing social media accounts, including direct messages and engagement on LinkedIn • Creating and editing marketing materials or PowerPoint presentations with strong design elements • Answering incoming phone calls