Job Title: Marketing Coordinator (Full-Time)

Salary: $45,000–$50,000
Location: Greensburg, PA
Company: Park Avenue Wealth Management

Contact: info@parkavewealth.com or 724-858-1122

Company Overview

Park Avenue Wealth Management is a female-owned financial advisory firm dedicated to helping clients prepare for and enjoy a comfortable, meaningful retirement. Our team has proudly served families and businesses throughout the Greensburg and Pittsburgh areas with care, professionalism, and integrity since 2016.

We believe in living a balanced and fulfilling life. A life that values both personal well-being and professional excellence. Our mission is to provide our clients with sound, values-based financial guidance while fostering a supportive environment for our team to grow and thrive.

Position Summary

We are seeking a detail-oriented and motivated Marketing Coordinator to join our growing team. This role supports the firm’s marketing, communications, and community engagement initiatives. The ideal candidate will be organized, proactive, and enthusiastic about representing Park Avenue Wealth Management both online and within the community.

Responsibilities include assisting with marketing campaigns, client communications, event coordination, and local networking activities. A successful candidate will have a strong commitment to accuracy, adherence to compliance regulations, and the ability to manage multiple projects in a professional setting.

Key Responsibilities

Marketing & Communications

> Coordinate and execute marketing initiatives, including newsletters, social media posts, and client communications, using pre-approved content.

> Design and develop original marketing materials when pre-approved content is not available, ensuring alignment with brand standards and compliance guidelines.

> Maintain consistency with brand standards and compliance requirements in all marketing materials.

> Assist with event planning and firm-sponsored community activities.

> Attend local networking events and community functions as a representative of Park Avenue Wealth Management.

> Manage contact lists, update CRM records, and track marketing campaign performance.

> Collaborate with advisors, compliance reviewers, and vendors to ensure timely and accurate communication delivery.

Client Experience

> Support client experience initiatives from onboarding, through ongoing relationship management, and helping ensure each client feels valued and connected to our firm.

> Coordinate personalized client communications, including birthday cards, holiday greetings, and thoughtful appreciation gifts.

> Assist with scheduling and follow-up for client meetings, events, and special initiatives.

> Contribute to the development of processes that enhance client satisfaction and strengthen long-term relationships.

> Provide administrative and creative support for various marketing and client service projects.

> Other duties as assigned.

Qualifications

Education & Experience

> Bachelor’s degree in marketing, communications, business, or a related field preferred.

> 1–3 years of experience in marketing, client services, or administrative support; experience in financial services or wealth management is a plus.

> Demonstrated experience with social media management, email campaigns, and event coordination.

> Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with CRM systems.

> Experience with marketing design tools (e.g., Canva, Adobe Creative Suite).

Skills & Competencies

> Strong written and verbal communication skills, with excellent attention to detail.

> Highly organized, proactive, and able to manage multiple projects simultaneously.

> Creative thinker with an ability to design and implement engaging marketing materials.

> Comfortable interacting with clients, vendors, and team members in a professional and approachable manner.

> Ability to maintain confidentiality and uphold compliance standards at all times.

> Strong team player who contributes positively to a collaborative and supportive office environment.

Personal Traits

> Enthusiastic, personable, and motivated to support both marketing initiatives and the client experience.

> Passion for helping others and building lasting relationships.

> Adaptable and flexible, with a willingness to take on varied responsibilities in a growing firm.

> Interest in financial topics and helping clients feel confident in their financial journey.

> Commitment to continuous learning and professional development.

> Demonstrating a high level of professionalism in all interactions.