Administrative and Marketing Support Coordinator

Administrative and Marketing Support Coordinator Stickney Research Bellevue, WA Job Details Full-time $54,000 - $60,000 a year 13 hours ago Benefits Paid holidays Health insurance Paid time off Career development plan Professional development assistance Retirement plan Qualifications Teamwork WordPress Canva Attention to detail Marketing operations

Full Job Description Client Service & Marketing Support Coordinator Location:

Bellevue, WA (In-office)

Schedule:

Full-Time, Monday-Friday, 8:00 a.m.-5:00 p.m. (flexible start/end times)

Compensation & Benefits:

DOE + bonus potential, health insurance, retirement plan, paid vacation, holidays, and sick leave About You You are someone who takes pride in getting things done accurately, consistently, and all the way through to completion. You don't just start tasks—you own them until they are finished and done well. You enjoy supporting a team, working within established processes, and making sure nothing falls through the cracks. You are responsive, organized, and dependable—and others know they can count on you. You're a great fit if you: Communicate clearly, professionally, and promptly Are highly organized and detail-oriented Follow through on tasks without needing reminders Take direction well and execute on established processes Keep track of multiple moving pieces and ensure completion Are dependable and accountable for your work Thrive in a structured, team-oriented environment Prefer executing and completing work vs. creating strategy Enjoy supporting others and contributing to overall team success Maintain a positive attitude and professionalism with clients and teammates About the Role This is a support role focused equally on client service (50%) and marketing execution (50%). You will work closely with our advisors and operations team to ensure client needs are handled efficiently and marketing activities are implemented consistently. Your focus is on executing, coordinating, and supporting existing initiatives. This role offers a high level of variety, with responsibilities spanning both client service and marketing support. Each day brings a mix of tasks—allowing you to stay engaged while contributing meaningfully across multiple areas of the business.

Key Responsibilities:

Client Service Prepare and process account paperwork and service requests Track all requests from start to finish, ensuring timely and accurate completion Communicate updates clearly with clients and internal team members Document all interactions in CRM (Redtail experience a plus) Proactively follow up on outstanding items until fully resolved Support advisors with administrative and client service needs Ensure nothing falls through the cracks Marketing Support Implement marketing tasks based on team direction and existing plans Execute social media posting and content scheduling consistently Update website content (WordPress) accurately and on time Maintain client database and email communications (Mailchimp) Support creation and finalization of presentations, newsletters, and materials Assist with event coordination and ensure details are completed Help manage marketing posts and formatting from draft to final (Canva) About Our Firm We are a boutique financial planning firm based in Bellevue, specializing in complex estate and charitable planning. We've been recognized as a Top Wealth Manager by Seattle Magazine for over 10 years and pride ourselves on delivering exceptional service within a warm, collaborative, and high-accountability team culture. What We Offer Competitive salary + bonus potential Health insurance and retirement plan Paid vacation, holidays, and sick leave A supportive, team-focused work environment Clear expectations and well-defined responsibilities How to Apply Please email your resume and a short cover note explaining why this role is a good fit for you. Include your salary expectations.

Pay:

$54,000.00 - $60,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Retirement plan

Work Location:

In person