Job Description

The Marketing Coordinator is responsible for executing the firm’s seminars and marketing initiatives with precision and creativity. This role involves end-to-end event planning, including coordinating logistics, preparing PowerPoint presentations, and engaging with guests and clients to ensure a seamless experience. The coordinator will also develop a variety of content—ranging from promotional materials to campaign messaging—leveraging both creative and technical writing skills to effectively communicate the firm’s services and enhance brand visibility.

• Handle all aspects of special event planning for the firm’s marketing efforts, including guest list, presenter recruitment, invitations, advertisements, catering, presentation materials and PowerPoints, interactions with guests, feedback from the event, and post-event follow-up.
• Develop various types of content to promote firm services and marketing campaigns, including press releases, advertisements, articles, blog posts, videos, shorts, and other necessary content.
• Utilize creative and technical writing to promote services and events.
• Manage the firm's database operations, including data entry, contact corrections, and duplicate removal, utilizing Keap, Actionstep, and Excel.
• Oversee the management of staff’s online profiles through various social media and professional sites.
• Conduct outreach to referral sources, the general public, organizations, network groups, and other contacts in the community for the benefit of the firm.

• Serve as communication liaison to public, including marketing visits to community organizations and participation in networking groups in the area.
• Assist with follow-up communication with leads from marketing campaigns via email, letters, or phone calls.
• Proactively facilitate, coordinate, and oversee a diverse range of engaging community events, including both casual gatherings and impactful GIN (Geriatric Interest Network) events, and actively cultivate the involvement of SGY staff to participation in the events.
• Develop innovative marketing strategies and identify effective tactics to successfully reach and engage target audiences.
• Assist in evaluating various marketing tactics and campaigns as required, including calculating the return on investment (ROI) to better inform future marketing decisions.
• Evaluate current marketing efforts to determine their effectiveness and identify areas for improvement.
• Research and stay informed on new marketing trends for the legal field, competitor activities, and emerging marketing technologies to identify new opportunities. 

​​​​​​ Compensation based on experience 

• Associate’s degree in legal studies, accounting, finance, business or related area required.
• Experience working in a professional office setting in one of the areas above preferred.
• Strong organizational, communication, and time management skills.
• Ability to work under pressure while maintaining accuracy and professionalism.
• Exceptional attention to detail and problem-solving abilities.
• A dedicated work ethic and the ability to handle multiple tasks efficiently.
• Experience in Microsoft Office and legal practice management software.
• Keen interest in learning and developing a deep understanding of estate and trust administration, wills, trusts, estate planning, and taxation.

• Hands-on training in estate and trust administration from experienced professionals.
• Competitive compensation and benefits package.
• Collaborative and supportive team environment.
• Opportunities for professional growth and development.
• Innovative work environment utilizing technology to enhance efficiency and deliver effective services.
• Engage in team-building activities, including staff retreats and other fun events.
• Potential for a hybrid work schedule, with up to two days per week working from home after the completion of a training period.

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