📌 Core Information
🔹 Job Title: Marketing Assistant
🔹 Company: Orion
🔹 Location: Omaha, Nebraska, United States
🔹 Job Type: Full-Time, Hybrid (3 days on-site per week)
🔹 Category: Marketing
🔹 Date Posted: May 28, 2025
🔹 Experience Level: Entry-level (1 year of experience required)
🔹 Remote Status: On-site with hybrid flexibility
🚀 Job Overview
Key aspects of this role include:
- Providing high-level administrative and operational support to the Chief Marketing Officer (CMO)
- Assisting the broader marketing leadership team across events, internal communications, public relations, content, media, and partner marketing initiatives
- Exposure to various aspects of Orion’s marketing strategy for career growth opportunities
- Working in a fast-paced, creative environment with a high-performing team
ASSUMPTION: This role combines traditional executive assistant responsibilities with hands-on coordination and support across marketing functions, offering a unique blend of administrative and creative tasks.
📋 Key Responsibilities
✅ Manage the CMO’s complex calendar, travel, and meeting logistics
✅ Prepare agendas, materials, and follow-up items for internal and external meetings
✅ Handle confidential information with professionalism and discretion
✅ Track key projects and action items, ensuring deadlines are met
✅ Coordinate expense reports and support with contract routing and documentation
✅ Provide coordination support across the marketing department, including events, public relations, internal communications, content, and media
✅ Assist with marketing initiatives such as speaker bureau scheduling, event sponsorship logistics, sales event logistics, media buy documentation, and media interview scheduling
✅ Maintain team calendars, project timelines, and shared planning documents
✅ Support tracking of key marketing projects, deliverables, and communications
✅ Coordinate external vendor communications and logistics when needed
✅ Assist events team with internal and external event logistics, including scheduling, vendor coordination, and on-site support
✅ Support culture-building initiatives and multi-day team meetings in partnership with marketing and events leadership
✅ Manage event and meeting materials, catering, A/V coordination, and space reservations
✅ Track and manage contracts requiring executive review and approval
ASSUMPTION: This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.
🎯 Required Qualifications
Education: High school diploma or equivalent; preference for a bachelor’s degree
Experience: Minimum of 1 year of experience
Required Skills:
- Excellent time management and organizational skills
- Strong verbal, written, and interpersonal communication skills
- Excellent event planning and budget management skills
- Ability to coordinate and execute complex meetings and multi-day team events
- High attention to detail, organization, and follow-through
Preferred Skills:
- Experience with marketing software and tools
- Familiarity with the financial services industry
ASSUMPTION: While not explicitly stated, having experience with marketing software and familiarity with the financial services industry could be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $23.57 - $34.20 per hour
Benefits:
- Health, dental, vision, and disability coverage on day one
- 401(k) plan with employer match
- Paid parental leave
- Pet benefits including pawternity leave and pet insurance
- Student loan repayment
Working Hours: Full-time, 40 hours per week
ASSUMPTION: The salary range provided is an hourly rate. To estimate the annual salary, multiply the hourly rate by the number of working hours per year (e.g., $23.57 - $34.20 * 2080 hours = $49,000 - $71,000).
📌 Applicant Insights
🔍 Company Context
Industry: Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. They empower financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Company Size: Orion has 1,001-5,000 employees, offering a mid-sized company environment with opportunities for growth and collaboration.
Founded: Orion was founded in 2000 and has since grown to support over 5 million technology accounts and thousands of independent advisory firms.
Company Description:
- Orion is committed to understanding the needs of growth-minded advisors, which directs their M&A and product development strategies.
- Their tech-enabled fiduciary process empowers financial advisors to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in their entirety or as stand-alone components that complement existing capabilities.
- Orion is committed to having a diverse and inclusive workforce, considering individuals without regard to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status, or any other factor protected by law.
Company Specialties:
- Performance Reporting
- Trading/Rebalancing
- Tax lot accounting
- Advisory Fee Billing
- Portfolio Management System
- Mobile Apps
- CRM integration
- Financial Planning integration
- New Account Opening
Company Website: https://orion.com/
ASSUMPTION: Orion’s focus on growth and innovation makes it an attractive place for career-minded individuals looking to make an impact in the wealthtech industry.
📊 Role Analysis
Career Level: Entry-level to mid-level, with opportunities for growth and career advancement within the marketing department and the broader organization.
Reporting Structure: The Marketing Assistant will report directly to the Chief Marketing Officer and collaborate with the broader marketing leadership team.
Work Arrangement: This role is hybrid, requiring the Marketing Assistant to work on-site at one of Orion’s locations for at least 3 days per week. The remaining days can be worked remotely.
Growth Opportunities:
- Exposure to various aspects of Orion’s marketing strategy
- Potential to take on more responsibilities and advance within the marketing department or the broader organization
- Opportunities to learn from and collaborate with a high-performing team
ASSUMPTION: This role offers a unique blend of administrative and creative tasks, providing a well-rounded experience for the right candidate.
🌍 Location & Work Environment
Office Type: Orion’s offices are modern, collaborative workspaces designed to foster creativity and productivity.
Office Location(s): Omaha, NE (with the option to work remotely for some days)
Geographic Context:
- Omaha, NE, is the largest city in Nebraska, offering a mix of urban and suburban living with a relatively low cost of living compared to other major cities.
- The city is home to a diverse range of industries, including finance, healthcare, and technology.
- Omaha has a vibrant arts and culture scene, with numerous museums, theaters, and music venues.
Work Schedule: Full-time, with a flexible hybrid work arrangement (3 days on-site, 2 days remote)
ASSUMPTION: The hybrid work arrangement offers a good balance between in-office collaboration and remote work flexibility.
💼 Interview & Application Insights
Typical Process:
- Online application and resume submission
- Phone or video screen with the HR department
- In-person or virtual interview with the hiring manager and/or team members
- Background check and reference check (if applicable)
- Job offer and onboarding
Key Assessment Areas:
- Communication skills (verbal and written)
- Organizational skills and attention to detail
- Event planning and coordination skills
- Cultural fit and alignment with Orion’s values
Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role
- Demonstrate your understanding of Orion’s business and the wealthtech industry in your application materials
- Prepare thoughtful questions to ask during the interview, focusing on the role, team, and company culture
ATS Keywords: Marketing Assistant, Marketing Coordinator, Executive Assistant, Event Planning, Administrative Support, Orion, Wealthtech, Financial Services
ASSUMPTION: Orion uses an Applicant Tracking System (ATS) to manage job applications, so including relevant keywords in your resume and cover letter can help your application stand out.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Google Workspace (Gmail, Google Drive, Google Docs)
- Marketing software and tools (e.g., CRM, project management, event planning)
ASSUMPTION: Familiarity with Microsoft Office Suite and Google Workspace is expected, while experience with marketing software and tools would be beneficial for this role.
👔 Cultural Fit Considerations
Company Values:
- Create Raving Fans
- Innovate Always
- Support One Another
- See It Through
Work Style:
- Collaborative and team-oriented
- Adaptable and responsive to change
- Results-driven and focused on delivering exceptional outcomes
Self-Assessment Questions:
- Do I have a strong commitment to creating exceptional experiences for both internal and external stakeholders?
- Am I comfortable working in a fast-paced, dynamic environment and adapting to change?
- Do I have a proven track record of delivering results and exceeding expectations?
ASSUMPTION: Orion values a strong work ethic, adaptability, and a commitment to delivering exceptional outcomes, both internally and externally.
⚠️ Potential Challenges
- Managing multiple priorities and deadlines in a fast-paced environment
- Working with confidential information and maintaining discretion
- Adapting to changes in priorities and tasks as needed
- Balancing administrative tasks with creative and strategic marketing initiatives
ASSUMPTION: These challenges can be overcome with strong organizational skills, adaptability, and a commitment to delivering high-quality work.
📈 Similar Roles Comparison
- Marketing Coordinator: Similar role with a focus on supporting marketing initiatives and events, but may have more strategic responsibilities
- Executive Assistant: Similar role with a focus on supporting a specific executive, but may have fewer marketing-specific responsibilities
- Event Coordinator: Similar role with a focus on planning and executing events, but may have fewer administrative and marketing responsibilities
ASSUMPTION: Each of these roles offers unique opportunities for growth and career advancement within the marketing department and the broader organization.
📝 Sample Projects
- Planning and executing a company-wide event, including logistics, vendor coordination, and on-site support
- Managing a marketing campaign from start to finish, including project timelines, deliverables, and stakeholder communications
- Assisting with the development and implementation of a new marketing strategy or initiative
ASSUMPTION: These sample projects demonstrate the range of responsibilities and opportunities available in this role.
❓ Key Questions to Ask During Interview
- What are the most important priorities for this role in the first 30, 60, and 90 days?
- How does this role fit into the broader marketing department and Orion’s overall strategy?
- What opportunities are there for growth and advancement within the marketing department and the broader organization?
- How does Orion support work-life balance for its employees?
- What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
ASSUMPTION: Asking thoughtful, well-researched questions demonstrates your interest in and understanding of the role and the company.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role, including specific examples of your event planning, coordination, and administrative support experience
- Prepare thoughtful questions to ask during the interview, focusing on the role, team, and company culture
- Follow up with the hiring manager or HR representative within one week of submitting your application to express your continued interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
