Marketing and Events Coordinator

Legacy Advisors, LLCPlymouth Meeting, PA
Hybrid

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • Bachelor’s degree preferred.

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.

Benefits

  • 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)
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