Marketing Operations and Executive Assistant for Finance Company in United State

Marketing Operations
•Manage project timelines for digital campaigns
•Social media scheduling, posting, and monitoring across LinkedIn and Facebook
•Analytics tracking on social media platforms with monthly summaries
•Email marketing campaign management in Constant Contact (newsletter and nurturesequences)
•Basic lead-generation oversight: list hygiene, lead routing, follow-up tracking
•Maintain the monthly marketing and content calendar
•Light graphic creation in Canva (social tiles, flyers, simple branded assets)
•Produce agent flyers, QR codes, and landing page materials for new agents and funeralhomes
•Manage Paws Up (PUP) memorial updates and landing page content as neededExecutive Assistance and Operations
•Calendar management and scheduling for the CEO and CGO
•Inbox triage, follow-up tracking, and proactive task reminders
•Onboarding support for new agents and funeral home partners (following establishedSOPs)
•Follow up on operational tasks and completion across the team
•Improve internal processes and documentation as scope evolves
•Administrative coordination as needed: file organization in Google Drive, expense codingby rooftop, meeting prep and notes
•Future automation and system integration support as processes evolve with AI tools