Marketing and Events Coordinator

Position Summary

We are seeking a proactive and highly organized Marketing & Events Coordinator to join our client's team. 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

• Brand Identity
• Execute and maintain consistency of the corporate 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.
• Aid with meeting preparation, correspondence, printing, and office coordination as needed.
• Contribute to a welcoming environment for clients, guests, and visitors.

Background Requirements/Preferences

• 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.