About Company
PFC Private Wealth is a distinguished financial planning and wealth management firm based in the heart of Vancouver’s vibrant Kerrisdale community. For years, we have been dedicated to empowering individuals, families, and businesses to achieve their financial aspirations through bespoke strategies, insightful guidance, and unwavering commitment. We believe in building lasting relationships founded on trust, transparency, and a deep understanding of our clients’ unique needs. Our team is a close-knit group of professionals who value collaboration, continuous learning, and a supportive work environment, all while upholding the highest standards of integrity and client service.
Job Description
Are you a detail-oriented individual with a passion for data and its power to drive strategic decisions? Do you thrive in an environment where your contributions directly impact marketing effectiveness and client engagement? PFC Private Wealth is seeking a proactive and analytical Marketing Data Assistant to join our dedicated team in Kerrisdale, Vancouver. This is a unique opportunity for someone who excels at organizing, analyzing, and interpreting marketing data to help shape our outreach efforts and enhance our client experience. We understand the importance of work-life balance, and as such, this role offers flexible hours, making it ideal for someone looking to blend professional growth with personal commitments.
In this role, you will be instrumental in supporting our marketing initiatives by ensuring the accuracy, integrity, and accessibility of our marketing data. You will work closely with our marketing and client relations teams, providing critical insights that inform campaign development, client segmentation, and performance tracking. Your ability to transform raw data into actionable intelligence will be key to optimizing our digital presence and refining our communication strategies. If you are eager to apply your analytical skills in a dynamic financial services environment, learn about wealth management marketing, and contribute to a firm that truly values its team members, we encourage you to apply. This position offers a fantastic pathway for career development in both marketing analytics and the financial services industry, within a supportive and collaborative atmosphere.
Key Responsibilities
- Collect, organize, and maintain marketing data from various sources, including CRM systems, website analytics, social media platforms, and email marketing tools.
- Assist in the analysis of marketing campaign performance, identifying trends, patterns, and areas for improvement.
- Generate regular reports and dashboards presenting key marketing metrics and insights to the marketing and leadership teams.
- Ensure data accuracy and integrity across all marketing databases, performing regular audits and clean-ups.
- Support the creation of targeted marketing lists and client segments based on specific criteria and data analysis.
- Collaborate with the marketing team to understand data requirements for new campaigns and initiatives.
- Provide administrative support to the marketing department as needed, including scheduling, content organization, and communication support.
Required Skills
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, data manipulation)
- Strong analytical and problem-solving skills with a keen eye for detail
- Excellent organizational and time management abilities
- Basic understanding of marketing principles and digital marketing channels
- Ability to work independently and as part of a team in a fast-paced environment
- Effective written and verbal communication skills
Preferred Qualifications
- 1-2 years of experience in a data-focused role, preferably within marketing or business analysis
- Familiarity with CRM software (e.g., Salesforce) and marketing automation platforms
- Experience with data visualization tools (e.g., Tableau, Google Data Studio)
- Post-secondary education in Marketing, Business, Statistics, or a related field
- Exposure to the financial services industry
Perks & Benefits
- Competitive hourly wage with opportunities for growth
- Flexible working hours to support work-life balance
- Supportive and collaborative team environment
- Opportunity to gain valuable experience in both marketing analytics and the financial sector
- Professional development and learning opportunities
- Located in the beautiful and accessible Kerrisdale neighborhood
How to Apply
To apply for the Marketing Data Assistant position with flexible hours at PFC Private Wealth, please submit your resume and a cover letter detailing your relevant experience and why you are interested in this role. We encourage you to highlight your analytical skills and your ability to contribute to a dynamic team. Please click on the application link below to proceed with your application.