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About SRG

Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr., MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRG's team of experts leverage their industry expertise, combined with best-in-class resources, to help advisors, agents, and accountants manage the equity in their businesses...

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Marketing Assistant

Summary of Role:

We are seeking a full-time Marketing Assistant to support our marketing and sales teams.


  • Curate and generate content for social media accounts
  • Compose and post content on the company’s website
  • Design inbound and outbound marketing literature (brochures, one-pagers, content, et cetera) to augment the company’s presence in the market
  • Attend and assist in the organization and promotion of events, traditional and digital campaigns to facilitate success
  • Work with marketing team to employ marketing analytics techniques to gather important data (social media, web analytics, rankings, etc.)
  • Collect client satisfaction survey submission and promote success


  • Support sales team with lead list generation and maintenance
  • Assist with maintenance of CRM system and data
  • Prepare and send engagement agreements to opportunities


  • Scheduling, managing and sending reminders for appointments for company executives
  • Support other administrative duties, including support answering phones
  • Research projects, as needed
  • Contributes to team effort by accomplishing related duties, as needed


  • Ability to read and code basic HTML and CSS
  • Previous experiences working with WordPress preferred
  • Full comprehension of office management systems and procedures
  • Working knowledge of MS Office, familiarity with Adobe suite preferred
  • Excellent written and verbal communication skills
  • Exemplary planning and time management skills
  • Ability to multi-task and prioritize daily workload with multiple team members
  • Must be punctual
  • Great organizational skills
  • Bachelor’s Degree in marketing, communication or business administration preferred, or at least two (2) years of experiences in a marketing and/or sales support role

Employment: Full-time; Monday-Friday (8:00am-5:00pm)


  • Paid twice per month (1st and 15th), direct deposit
  • 2 Weeks Paid Time Off
  • Holiday Pay
  • Paid Birthdays off
  • Paid Work Anniversaries off
  • Employer-paid medical/dental/vision insurance for employees
  • Employer-paid group insurance plans
  • 401k participation with employer contributions
  • Annual bonuses
  • Annual company-sponsored trips
  • Quarterly company-sponsored activities
  • Summer hours with flex-Fridays
  • Monthly wellness program
  • Free parking


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Contact us to apply

Email your resume and cover letter: