Marketing Coordinator

Job Description

Caldwell Investment Management Ltd. is currently seeking a creative, results-oriented Marketing Coordinator able to deliver superior client and sales support through the application of a strong understanding of marketing trends and the mutual fund industry.
Reporting to the Vice President of Marketing and Sales and the Vice President of Communications, the Marketing Coordinator will help determine, execute, and measure the firm’s Marketing strategies. The successful candidate will be a key contact for the internal sales teams, collaborating closely with individuals across all levels of the firm. The role will require an organized candidate with strong interpersonal skills and good attention to detail, as well as a helpful and flexible attitude.

Key Responsibilities

  • Develop and maintain strong partner relationships internally, and with external vendors
  • Coordinate information in order to put together monthly fund reporting
  • Spearhead all website updates while continuously looking for ways to improve response rates and other KPIs
  • Track, analyze and report on KPIs from all electronic marketing initiatives
  • Act as content marketing support by proofreading, editing, formatting and distributing monthly commentaries
  • Administer and coordinate the work of outside partners and suppliers (print orders, web development, etc.)
  • Organize and file marketing documentation as required for regulatory purposes
  • Perform ad hoc requests including administrative tasks (scheduling meetings, preparing for seminars, etc.)

Qualifications & Experience

  • Previous Financial Services experience an asset
  • Post-secondary education in marketing is preferred
  • Excellent with Technology; can easily learn new software
  • Familiar with and enjoys working with Adobe InDesign, Microsoft Publisher, WordPress, MailChimp and Zoho
  • Forward thinking self-starter with a “get it done” attitude
  • Proven multi-tasker who can work interdepartmentally and cross functionally to complete projects (often with conflicting deadlines)

If you believe you are qualified and wish to apply, please send your cover letter and resume to with Marketing Coordinator in the subject line.