What are the responsibilities and job description for the Marketing and Events Coordinator position at Legacy Advisors?
Position Summary: We are seeking a proactive and highly organized Marketing & Events Coordinator to join Legacy Advisors. The ideal candidate is a motivated professional who takes initiative, works effectively with minimal direction, and brings strong organizational and executional skills to the firm’s marketing and events program. Core responsibilities span three areas: brand identity and consistency, content creation and management, and event coordination. This role requires excellent communication skills, keen attention to detail, and the ability to manage multiple priorities in a fast-paced, professional environment.
Position Responsibilities:
Benefits & Perks:
Position Responsibilities:
- Brand Identity
- Execute and maintain consistency of the Legacy Advisors brand across all materials, platforms, and communications.
- Design branded assets including social graphics, email templates, pitch deck materials, event invitations, and print collateral.
- Serve as the internal authority on brand standards including fonts, colors, tone, and logo usage.
- Maintain and organize all creative assets and branded templates for firm-wide use.
- Content
- Own and manage a rolling content calendar, maintained 30 to 90 days in advance across LinkedIn, Facebook, YouTube, and the website.
- Source content proactively from advisors, department leads, and firm leadership.
- Write, edit, and publish social posts, blog content, and video scripts aligned to the firm’s voice.
- Plan and coordinate quarterly video content capture days; build and maintain a library of video and photo assets for ongoing use.
- Drive firmwide social media participation; coach colleagues on LinkedIn posting, resharing, and platform engagement.
- Track monthly performance KPIs and use data to refine the content approach.
- Coordinate with the firm's compliance resource to ensure all content is reviewed and approved prior to publication.
- Events
- Plan and execute client-facing and internal events end to end: logistics, vendors, invitations, RSVPs, and on-site management.
- Develop a content capture plan for each event and produce pre- and post-event social content.
- Manage event communications through Mailchimp, including invitations, reminders, and post-event follow-up.
- Administrative Support
- Provide general administrative assistance to support the smooth operation of the firm.
- Maintain accurate records in internal systems including CRM list management.
- Assist with meeting preparation, correspondence, printing, and office coordination as needed.
- Contribute to a welcoming environment for clients, guests, and visitors.
- 5 to 7 years of experience in marketing, communications, or event management; professional experience preferred.
- Demonstrated ability to operate independently and drive deliverables.
- Strong copywriting and content creation skills.
- Experience managing LinkedIn content strategy and organic social media presence.
- Proficiency with design and video tools (Canva, Adobe Creative Suite, or equivalent) and basic video editing.
- Experience with email marketing platforms (Mailchimp or equivalent) and CRM systems.
- Excellent organizational and project management skills with strong attention to detail.
- Strong interpersonal skills and professional demeanor.
- Bachelor’s degree preferred.
- Commitment to Legacy’s Core Values of…
- Client First
- Work Hard
- Excellence
- Positive Attitude
- Respect
- Always Do the Right Thing
Benefits & Perks:
- Medical, Dental, and Vision Insurance
- Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
- Voluntary Life and AD&D Insurance options available
- Flexible Spending Accounts (FSA) and Dependent Care Accounts
- 401(k) Plan
- Paid Time Off (PTO)
- A culture of professional growth, stability, and long-term success