ClearView Financial Solutions is seeking an energetic, professional, and customer-focused Client & Marketing Relations Coordinator to join their growing team in Elmvale, Ontario.This part-time position combines front office administration, client relations, marketing, and business development. The ideal candidate is organized, tech-savvy, personable, and enjoys creating positive client experiences while supporting the growth of the business.Position DetailsPosition: Client & Marketing Relations CoordinatorLocation: Elmvale, ONWage: $23.00 per hourHours: Part-timeScheduleTuesday: 9:30 AM – 4:30 PMWednesday: 12:30 PM – 5:30 PMThursday: 12:30 PM – 4:30 PMTotal: 18 hours per weekKey ResponsibilitiesClient Relations & Front OfficeWelcome and assist clients in person and by phoneManage incoming calls, emails, and appointment schedulingMaintain accurate client records and documentationFollow up with prospective and existing clientsProvide exceptional customer service and supportCoordinate meetings, paperwork, and administrative tasksAssist advisors with day-to-day office operationsMarketing & Business DevelopmentCreate and manage marketing campaigns across various platformsDesign marketing materials and promotional contentUpdate website content and social media channelsConduct client outreach and follow-up callsSupport lead generation and referral initiativesAssist with community events, seminars,



and client appreciation activitiesMonitor marketing performance and recommend improvementsTechnology & SoftwareCreate marketing materials using Adobe ExpressDesign and edit graphics using Adobe PhotoshopManage client communications and marketing initiatives through Microsoft Dynamics 365 — strong experience is considered a major assetUse Microsoft Office applications, including Outlook, Word, Excel, and PowerPointMaintain digital records and marketing databasesQualificationsExcellent verbal and written communication skillsStrong phone etiquette and customer service skillsProfessional appearance and positive attitudeStrong organizational and time-management skillsAbility to multitask in a quick-paced environmentExperience with marketing, social media, and content creationExperience with Adobe Express and Adobe Photoshop is a major assetExperience with Microsoft Dynamics 365 is a major assetKnowledge of financial services is an asset but not requiredThe Ideal CandidateThe successful candidate will be a motivated self-starter who enjoys working with people, building relationships, creating marketing content, and contributing to business growth. This individual will play an important role in enhancing the client experience while supporting ClearView Financial Solutions' marketing and outreach initiatives.

📌 Client & Marketing Relations Coordinator (Oro-Medonte)
🏢 Focus Community Development
📍 Oro-Medonte