Marketing Operations, Production Assistant

This is a fully remote position, open to applicants in India.

📋 Description

• Assist in the production of campaigns by formatting social graphics, email initiatives, presentations, flyers, materials for advisor launches, recruiting one-pagers, newsletters, and partner marketing content using approved templates.

• Prepare sanctioned content for social media scheduling tools, which includes uploading posts, formatting captions, organizing campaigns, verifying links, and tracking scheduled assets.

• Create weekly email campaigns for advisors and divisions by updating advisor merge fields, organizing various campaign versions, verifying links, tracking usage, and exporting reports.

• Oversee the marketing asset library by implementing standardized file naming, folder organization, version control, asset archiving, and approval tracking.

• Generate marketing adoption reports, campaign usage trackers, dashboards, milestone reports, and summaries of divisional activities.

• Assist with Mortgage Advisor onboarding by preparing launch announcements, advisor bios, onboarding materials, headshot folders, and content calendars.

• Manage recruiting assets, proof libraries, case studies, recruiting packets, and materials for advisor growth.

• Compile advisor achievements, testimonials, and recognition submissions into reusable marketing templates and proof libraries.

• Conduct quality assurance reviews that cover spelling, formatting, hyperlinks, branding, disclaimers, dates, names, NMLS fields, and template accuracy.

⛳️ Requirements

• Proficient in English reading and writing comprehension.

• Outstanding attention to detail and organizational capabilities.

• Familiarity with Canva, PowerPoint, Google Drive, or SharePoint.

• Knowledge of workflow automation, SEO/AEO/GEO concepts, and marketing operations.

• Ability to adhere to SOPs and manage repetitive tasks with accuracy.

• Clear communication skills.

• Comfortable working collaboratively with U.S.-based teams.

• Preferred: experience in supporting a marketing team.

• Preferred: experience with social media scheduling platforms and email marketing tools.

• Preferred: experience with CRM systems and reporting dashboards.

• Preferred: responsible use of AI tools.

• Preferred: experience in regulated industries such as mortgage, financial services, or real estate.

• Preferred: basic skills in video editing or subtitle formatting.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible working hours and a supportive work environment.