WealthTrack
Company Description
WealthTrack is a dynamic and client-centric financial services company based in Guelph, Ontario. We specialize in empowering individuals, investors, and families on their journey toward financial prosperity with a strong focus on personalized, holistic, and secure wealth-building strategies.
Role Description
This is a full-time remote role for a Communications Coordinator at WealthTrack. The Communications Coordinator will create and implement client-facing communications, manage appointment schedules, and potentially update social media platforms. They will develop content for various communication channels, both internal and external. They will also work closely with the Advisor to identify business opportunities and provide customized solutions that align with our strategic priorities.
The ideal candidate for this role possesses strong communication skills, both written and verbal, and is adept at crafting engaging and effective emails and marketing content. They have a keen attention to detail and are organized, enabling them to manage calendars efficiently. Client-centric and responsive, they excel in handling client inquiries and providing exceptional service. Additionally, they demonstrate creativity and a flair for social media, making them proficient in crafting compelling posts. Above all, this candidate is a team player with a proactive attitude, ready to contribute to WealthTrack’s mission of financial empowerment and excellence in client support
Qualifications
- Experience in marketing and/or communications, preferably in the finance or mortgage industry
- Well-organized and professional nature
- Excellent communication and writing skills, with demonstrated proficiency in creating content for social media, blog articles, newsletters, and other marketing materials
- Experience in managing social media platforms, including Facebook, Twitter, LinkedIn, and Instagram
- Strong analytical and problem-solving skills, with the ability to interpret data and market trends to drive business decisions
- Ability to work collaboratively with various teams to achieve shared goals and objectives
- Proficiency in Microsoft Office (Word, Excel, and PowerPoint) and any creative software (Canva, Adobe Suite) is a plus
- Knowledge of SEO, web analytics, and other digital marketing tools is a plus.