Wealth Services Coordinator

Coordinate and execute marketing initiatives to promote CFSB Investments Manage and maintain the department's social media presence, including content planning and posting Assist in developing marketing materials, including brochures, presentations, and digital content Ensure all marketing and advertising efforts comply with applicable regulations Coordinate branding, signage, and promotional materials for events and campaigns Track and report on the effectiveness of marketing activities and campaigns Plan and coordinate client events, seminars, and educational workshops Manage event logistics including budgeting, vendor coordination, invitations, and follow-up Represent the department at community events and networking opportunities Conduct internal referral training across all markets Build and maintain strong relationships with all front-line team members to generate referrals Ensure proper documentation and record-keeping for client interactions and marketing activities Provide administrative support to financial advisors, including scheduling, correspondence, and document preparation Answer incoming calls and respond to client inquiries in a professional and timely manner Maintain organized client files and records in accordance with compliance standards Complete all tasks and trainings before deadlines Learn and comply with all established

CFSB/LPL

policies, procedures, and standards Perform other duties as requested by the Team Leader PM22