Marketing & Growth Assistant

Posted Yesterday
Be an Early Applicant
San Rafael, CA, USA
In-Office
23-27 Hourly
Junior
Financial Services
The Role
Supports marketing and growth for a mortgage team through social media management, content creation, email newsletters, CRM and contact management, partner outreach, event coordination, and administrative organization. The role maintains social calendars, tracks leads and event attendees in Salesforce and BombBomb, coordinates creative projects, supports client outreach, facilitates meetings, documents procedures, and improves office efficiency. Work is primarily in-office in San Rafael with occasional Saturday planning sessions.
Summary Generated by Built In

San Rafael, CA | Full-Time | In-Office 
Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. 
Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below!
Marin Mortgage Team at Mutual of Omaha Mortgage is looking for a proactive, detail-oriented, and creative Marketing & Growth Assistant to support our growing business. This multifaceted role combines administrative support, social media management, business development/client outreach, event coordination, and creative content development. You will organize and manage day to day work flow and work independently, and with Mary Jo and the team to manage office and all marketing and events, and improve operational efficiency. 

Key Responsibilities 

Social Media Management 

  • Maintain and update a comprehensive social media calendar aligned with Mutual of Omaha’s corporate schedule, and other events. 
  • Create/edit, and schedule engaging content across Instagram, Facebook, LinkedIn, and Google Business, etc. 
  • Submit requests to Mutual of Omaha’s creative team for branded graphics, thumbnails, and captions. 
  • Audit and repurpose existing content while generating fresh ideas to keep platforms dynamic. 
  • Monitor engagement, respond to comments, and analyze performance metrics to optimize reach. 
  • Establish a consistent posting cadence across all platforms. 

Administrative Support, Business Development & Marketing Coordination 

  • Support a top-producing loan officer with relationship-building efforts with referral partners and maintain lead tracking systems. 
  • Assist in planning and executing partner presentations and client-facing events. 
  • Manage calendar, paper flow, event logistics, and outreach 
  • Draft and distribute marketing emails and newsletters, including event invitations, announcements, and review requests. 

CRM & Contact Management 

  • Maintain and organize contact databases in Salesforce and BombBomb. 
  • Update contact statuses, manage event attendance lists, and ensure data accuracy. 
  • Add new contacts from networking events, referrals, and client interactions. 

Creative & Content Development 

  • Coordinate with Mutual of Omaha’s creative team to request and manage design projects (e.g., invitations, infographics, videos, business cards). 
  • Support internal branding and creative initiatives. 

Support & Organization 

  • Facilitate weekly team meetings by preparing agendas, taking notes, and tracking action items. 
  • Work in the San Rafael office and provide general administrative support and assist with ad hoc projects including printing, copying, scanning, receiving visitors, etc.  
  • Attend and document through note taking, Ai, and photography, etc.: 
  •  events, webinars, and calls as needed. 
  • Document procedures. Help develop and refine internal procedures to improve team efficiency. 
  • Comfortable facilitating client outreach and follow up calls, texts, and emails and setting appointments via daily phone calls 

Ideal Candidate 

  • 1-3 years office-related work experience or demonstratable skills gained from volunteering and school experiences. 
  • Highly organized, deadline-oriented, able to multi-task along with excellent written and verbal communication skills. 
  • Proficient in social media platforms; familiarity with email marketing and CRM tools is a plus. 
  • Creative thinker with strong attention to detail and a collaborative mindset. 
  • Comfortable working collaboratively and in a supportive way to keep projects focused and on track.  
  • Flexible schedule to adjust to Mary’s Jo’s calendar and with the ability to be in the San Rafael office during normal business hours on most days. Occasional Saturday planning sessions when Mary Jo is not able to attend weekday meeting due to scheduling 
  • Enthusiastic about marketing, relationship-building, and continuous learning. 
  • Eagerness to fine tune Ai skills and learn basic video editing for social posts and marketing 

To Apply 

Please include your resume, a brief cover letter, and any relevant portfolio samples (e.g., social media content, graphics, newsletters). 


Compensation: $23-$27/hour + monthly bonus incentives.
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: 
  • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service. 
  • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 
  • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) 
  • Multiple PPO Medical Plans, as well as HDHP eligible plan. 
  • Dental Coverage 
  • Vision Coverage 
  • Company Paid Life Insurance 
  • Additional Benefits including – Optional Life, FSA, Pet Insurance etc. 
  • 401K with a generous employer match 
  • Free Legal Services 
  • Employee Loan Program 

Skills Required

  • 1-3 years of office-related work experience or demonstrable skills gained through volunteering and school experiences
  • Strong organization, deadline management, multitasking, and written and verbal communication skills
  • Proficiency with social media platforms
  • Creative thinking, attention to detail, and collaborative working style
  • Ability to work in the San Rafael office during normal business hours on most days
  • Flexible schedule, including occasional Saturday planning sessions
  • Comfort with client outreach and follow-up calls, texts, emails, and appointment setting
  • Familiarity with email marketing and CRM tools
  • Eagerness to develop AI skills and learn basic video editing
  • Resume, brief cover letter, and relevant portfolio samples

Mutual of Omaha Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.

  • Retirement Support — Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
  • Flexible Benefits — Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
  • Fair & Transparent Compensation — Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.

Mutual of Omaha Insights

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The Company
HQ: Omaha, NE
7,923 Employees
Year Founded: 1909

What We Do

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

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