Marketing & Social Media Assistant

Role Overview

This role will support the marketing lead across a variety of projects, including social media coordination, content creation, marketing administration, website updates, HubSpot support, and general operational marketing tasks.

The ideal candidate is:

• Organized and proactive

• Comfortable working independently

• Creative and adaptable

• Strong in written English and communication

• Tech-savvy and resourceful

• Able to balance both creative and administrative responsibilities

This is a remote full-time role working U.S. East Coast business hours.

Key Responsibilities

Social Media & Content Support

• Assist in planning and executing social media content across platforms

• Create and repurpose content into static posts, short-form videos, and other formats

• Help brainstorm creative campaigns and social content ideas that stand out in the accounting and finance industry

• Coordinate content requests from internal team members (e.g. requesting video recordings or responses from subject matter experts)

• Monitor evolving social media trends and recommend new content approaches

• Support light video editing using tools such as CapCut or similar platforms

• Design basic graphics and social assets using Canva or Adobe tools

Marketing Operations & Administrative Support

• Handle day-to-day marketing coordination tasks and ad hoc projects

• Coordinate client logo collection and organization for marketing use

• Support onboarding and setup tasks for newly acquired firms

• Assist with business card updates, ordering, and distribution

• Help manage inbound marketing requests and task tracking

• Update website content and basic web assets as needed

• Maintain organized marketing files and documentation

HubSpot & Marketing Automation Support

• Support HubSpot administration and maintenance

• Build and update forms, lists, and email workflows

• Assist with reporting and dashboard setup

• Help support marketing automation initiatives

• Coordinate updates tied to newly acquired firms and campaigns

Required Skills & Qualifications

• Experience supporting social media marketing and/or digital marketing

• Strong organizational skills and attention to detail

• Excellent written and verbal English communication

• Ability to work independently and proactively follow up on tasks

• Comfortable managing multiple projects simultaneously

• Experience with Canva and/or Adobe Creative Suite

• Familiarity with short-form video editing tools (CapCut or similar)

• Comfortable learning new software and systems quickly

• Ability to troubleshoot and problem-solve independently before escalating issues

Preferred Qualifications

• Experience with HubSpot

• Experience supporting professional services, accounting, finance, or B2B companies

• Experience with website content management systems

• Familiarity with marketing automation and email marketing

• Experience working remotely with U.S.-based teams

Personality & Work Style Fit

We’re looking for someone who:

• Is proactive and follows through without constant direction

• Communicates clearly and concisely

• Takes initiative and enjoys figuring things out independently

• Is collaborative and adaptable in a fast-growing environment

• Can shift between creative thinking and operational execution