Marketing Assistant

Position: Marketing Assistant

Firm: South Shore Retirement Services

Location: Hingham, MA

Overview:

Do you have a passion for engaging with clients and supporting dynamic marketing initiatives in a fast-paced, growth-oriented financial firm? South Shore Retirement Services in Hingham, MA, is seeking an organized, self-motivated Marketing Assistant to join our team. In this important role, you will help drive our marketing efforts while building rapport with prospects and clients—over the phone, at events, and behind the scenes. The ideal candidate has a sharp phone presence, excellent interpersonal skills, and a desire to make a direct impact through client engagement and administrative support. If you thrive in a collaborative environment and love the idea of helping grow a reputable retirement planning firm, we encourage you to apply!

What You’ll Do:

Client & Prospect Engagement

• Build relationships with prospects and clients through regular phone interactions and consistent follow-up after events and seminars.
• Attend seminars and client events, check in attendees, and ensure seamless event experiences.
• Serve as a reliable, positive point of contact for those entering our marketing funnels.

Marketing & Administrative Support

• Manage social media accounts to maintain a strong online presence.
• Support all marketing campaigns, ideas, and initiatives.
• Keep CRM systems updated with all prospect and client interactions.
• Review and update marketing materials, coordinate ordering of marketing supplies, and update radio show ads for compliance.
• Track weekly and monthly metrics—calls made, appointments set and kept, and event follow-up—with the Chief Advisor.
• Work independently and proactively to meet personal and team goals.
• Perform other duties and support special projects as needed.

What We’re Looking For:

• College graduate or equivalent marketing experience.
• Professional and friendly demeanor; strong interpersonal skills.
• Excellent communicator over the phone, in writing, and in person.
• Strong time management abilities and a customer service mindset.
• Demonstrates proficiency and confidence working with technology platforms—especially Microsoft Office and CRM systems such as Redtail, SalesForce and HubSpot.
• Collaborative team player and independent self-starter.
• Meticulous attention to detail and a commitment to accuracy.
• High energy, positive attitude, and ability to accept and apply direction.
• Experience supporting marketing events or campaign logistics is a plus.

What You’ll Get:

Pay & Perks:

• $60,000/yr
• Competitive salary and bonus opportunities
• Health, dental, and vision insurance
• Paid time off and holidays
• 401(k) with company match
• Professional and personal growth opportunities

Hours:

• Monday – Friday, 8:30am – 5:00pm
• 4 evenings required per month for marketing events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com