Marketing Coordinator

Benefits:

• Bonus based on performance
• Health insurance
• Paid time off

Abundant Streams Capital Group is seeking a Marketing Coordinator – Client Experience & Lead Engagement to own the prospect experience from first contact through initial meetings.

This role is execution-focused, not strategy-focused. Systems, content, and processes are already in place. Success in this role comes from consistency, follow-through, attention to detail, and ownership of daily execution—not from creating new marketing ideas.

• Serve as the first impression ambassador for all prospects and brand-new clients.
• Greet prospects for scheduled meetings and create a consistent WOW experience.
• Ensure lobby, conference rooms, and common areas are clean, welcoming, and prepared.
• Prepare conference rooms with correct PDFs, welcome screens, and meeting materials.
• Handle incoming calls from leads and prospects; qualify leads and schedule appointments.
• Send confirmation emails and letters.
• Manage CRM data entry and updates.
• Support seminars, workshops, webinars, and client events including registration, setup, and follow-up.
• Track marketing metrics and assist with drip campaigns, newsletters, and re-engagement efforts.

• Strong organizational and follow-through skills.
• Comfortable working from defined processes and checklists.
• Professional, warm, and confident in client-facing situations.
• Strong verbal and written communication skills.
• Ability to manage recurring tasks without reminders.
• Experience in client service, marketing coordination, or administrative support preferred.

Salary range: $40,000 – $50,000 annually, based on experience

• Performance-based bonus structure tied to marketing, appointment, and client experience outcomes
• Health benefits offered
• Opportunities for growth within a professional financial services firm

This role is ideal for someone who values structure, consistency, and execution and wants to grow within a professional, values-driven financial services firm.