Job Description
Personal Marketing Assistant & Office Coordinator ROYA llc, Relational Financial Planning•3.7 Minneapolis, MN Job Details Full-time $55,000•$62,500 a year 1 day ago Benefits Disability insurance Health insurance Life insurance Retirement plan Qualifications Customer communication Office activity coordination Expense management Executive administrative support Office management
Editing Full Job Description COMPANY:
ROYA llc, Relational Financial Planning LOCATION
Downtown Mpls, Fifth Street Towers•100 South 5th St, Suite 2300•Mpls, MN 55402 This role is about partnership. The Marketing assistant & Office Coordinator works closely with the Financial Planner and practice owner to support the operational, marketing, and personal rhythms of a values‑driven financial planning practice. This position is ideal for someone who is highly organized, deeply trustworthy, and energized by helping people thrive—both professionally and personally. You'll play a meaningful behind‑the‑scenes role in creating an exceptional experience for clients while also supporting the planner's ability to show up fully for their work, community, and life. CORE RESPONSIBILITIES
ADMINISTRATIVE SUPPORT Partner with the Financial Planner to manage calendars, meetings, and daily workflow Prepare, organize, and edit correspondence, client-facing materials, and internal documents Coordinate travel, track expenses, and assist with reimbursement processes Serve as a professional, warm point of contact for clients and collaborators Maintain clear, organized digital and physical systems so nothing falls through the cracks Support ongoing projects and follow up on details to ensure commitments are met MARKETING & PRACTICE GROWTH SUPPORT
Assist with marketing initiatives that communicate the heart and values of the practice Coordinate content calendars for emails, social media, newsletters, or website updates Help draft, format, and organize client communications and outreach materials Maintain CRM data, contact lists, and marketing follow‑ups Support planning and logistics for client events, workshops, or community engagement efforts PERSONAL ASSISTANT SUPPORT
Manage personal scheduling and reminders for the Financial Planner Coordinate personal appointments, travel, or time‑sensitive needs Handle personal matters with care and respect Provide thoughtful support that helps the Financial Planner stay focused, grounded, and present WHO YOU ARE
Exceptionally organized and dependable Trustworthy, and comfortable handling confidential information Warm, relational, and service‑oriented in your communication style A proactive problem‑solver who anticipates needs and follows through Comfortable with technology and willing to learn new systems You value meaningful work and contributing to something that serves others Prior experience as an executive assistant, administrative professional, or office manager is helpful, but the right mindset and heart for the work matter just as much. COMPENSATION & BENEFITS
Salary:
$55,000•62,500 (based on experience) Comprehensive healthcare coverage Long‑term disability insurance Life insurance Employer contribution to a retirement plan Pay:
$55,000.00•$62,500.00 per year Benefits:
Health insurance Life insurance Retirement plan Work Location:
In person
