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Trek Financial

Marketing Assistant

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Job Description

Marketing Assistant Trek Financial - 4.6 Scottsdale, AZ Job Details Full-time 1 hour ago Qualifications Content editing Calendar management Productivity software Cross-functional communication
Full Job Description Description:
About Trek Trek is a Registered Investment Adviser (RIA) that empowers financial professionals to elevate their business by providing a robust suite of business support service, including business development, operations, advanced planning, custom marketing solutions, and more. Trek aims to ensure that advisors can deliver tailored, client-focused solutions through a partnership model that champions independence and growth. About the Role We are looking for an organized, dependable Marketing Assistant to support our marketing team. This is a hands-on role for someone who enjoys creative work, staying organized, and helping projects move forward. You will support day-to-day marketing projects, requests, content creation, email communications, event support, and team coordination. The right person is detail-oriented, communicates proactively, takes direction well, and follows through on assigned work. This is a full-time, in-office position in Scottsdale, Arizona. Key Responsibilities Content and Marketing Support Create and update content, social media posts, email content, presentations, and other marketing materials Draft and proofread content for newsletters, email copy, event communications, and basic campaign messaging Resize, format, and adapt approved materials for different platforms and needs Help maintain marketing templates, brand assets, shared folders, and content calendars Project and Team Support Track assigned marketing requests, deadlines, approvals, revisions, and next steps Follow up when information, approvals, or materials are missing Prepare marketing materials for meetings, presentations, campaigns, webinars, events, and internal initiatives Help coordinate event materials, print orders, and promotional items Keep marketing files, project records, and shared team resources organized Communicate proactively when work is delayed, unclear, blocked, or ready for review
Requirements:
Strong writing, proofreading, organization, and attention to detail Able to manage multiple tasks and deadlines in a fast-paced environment Professional communication skills and comfort working with multiple teams Comfortable using Microsoft Office, shared files, and calendars Prior experience in marketing, communications, event coordination, social media, client service, or project support preferred Trek is an EEO/AAP Employer. Email your resume with a cover letter stating your top three personal or professional qualities. No walk-ins or phone calls will be accepted. Applicant will be contacted for interviews. Employment contingent upon pre-employment background check.

Benefits

  • Dental Insurance