Marketing Operations and Executive Assistant for Finance Company in United States (Home Based Full T
Virtual Assistant PositionThe company is a preneed funeral insurance marketing organization based in Metairie, Louisiana. They partner with independent funeral homes across the South to grow their preneed business through marketing, agent support, aftercare programs, and consulting. We are in an active growth phase, and this role will work directly with the CEO and Chief Growth Officer.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 nurture sequences) 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 funeral homes Manage Paws Up (PUP) memorial updates and landing page content as needed Executive 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 established SOPs) 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 coding by rooftop, meeting prep and notes Future automation and system integration support as processes evolve with AI toolsIdeal Profile Extremely organized, a proactive communicator, and comfortable switching between marketing project work and daily operational tasks. We are looking for someone who can hold the line on details while also moving fast when priorities shift. Discretion is essential, as this role touches financial, commission, and family data.Required Qualifications Extremely organized with strong attention to detail Proactive communicator with reliable follow-up skills Comfortable handling sensitive personal information (insurance and regulatory compliance) Comfortable learning new systems and tools 3+ years in an executive assistant, marketing coordinator, or hybrid administrative role Strong written and spoken English Fluency with Google Workspace (Docs, Sheets, Slides, Drive, Gmail, Calendar) Experience with Canva or similar design tools Experience with at least one email marketing platform (Constant Contact, Mailchimp, or similar) Reliable home office setup, stable internet, quiet work environmentHome Office Requirements Please only apply for this role if you have the following home office requirements: Perfectly working headset and webcam Stable internet connection of at least 25 Mbps ~ 50 Mbps Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later Quiet room with no distractions or background noises A backup plan if the power goes out or if your internet connection becomes unstable during your shift