Overview
Legato Financial Group is a full-service financial firm specializing in assisting clients near or in retirement. Our team is comprised of advisors, marketers and client relation specialists and we thrive on success and reward hard work. LFG is a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day and are looking for an experienced, patient, organized and efficient person who is willing to exceed expectations and develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Our ideal candidate is intelligent, articulate, pleasant, dependable and desires an exceptional work culture. Job Description The ideal Marketing & Events Coordinator (MEC) candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detail oriented. Being able to coordinate with vendors for live events taking place each week is also important to the role. The MEC plays a key role in reinforcing our commitment to exceptional client service. If you like planning events and seeing through their execution this may be a great opportunity for you! Direct Reports:
None Qualifications include: Bachelor’s degree or 2+ years of proven experience in a marketing/events role Impeccable appearance and professionalism Proficiency with MS Office Suite and comfortable with learning new systems Excellent written and verbal communications skills Comfortable meeting deadlines in a fast-paced, quickly changing environment with multiple tasks and projects Friendly, positive relationship builder with a high sense of personal motivation Strong organizational skills and attention to detail Proactive mentality with positive attitude and consistent follow-through Ability to problem solve and complete tasks with little or no supervision Responsibilities/Tasks: The Marketing/Events Coordinator will be expected to follow-through consistently in all efforts and build relationships with advisors and firm staff. Other daily, weekly, and/or monthly tasks may include: Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded. Answer phones, check for and take messages, connect and field incoming calls for event responders. Confirm appointments by phone and email each day and maintain our team calendar. Listen to and understand client needs, respond in a prompt and professional fashion Assist in creating professional communications and event materials in Word, PowerPoint and our CRM system. Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires. Assist with preparation of proposals in formatting and printing. Review and proof marketing materials, letters and communication pieces. Research, input and organize prospect data in CRM system and provide executive summary of findings. Greet and assist guests promptly & professionally upon arrival to the event Commitment:
40 hours per week, 8:30am-5pm. This role also requires attendance at all firm-hosted client and marketing events, which regularly occur outside of standard business hours. Evening events are a core responsibility of this position and may occur up to six times per month, with schedules varying based on event needs. Compensation:
Starting salary range is $50,000-55,000. This position is eligible for quarterly bonuses and annual merit increases. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 10 paid holidays! We are seeking candidates who are serious about a long-term opportunity with our firm. Physical Requirements: Ability to remain in a stationary position (standing or sitting) for extended periods. Ability to move about the reception and hospitality areas, and occasionally lift items up to 20 pounds. Frequent communication with clients and team members; must be able to exchange accurate information in person and via phone. This position operates in a professional office environment with frequent interaction with clients, vendors and team members. Please send: A detailed cover letter identifying why you are a good fit for this position, as well as why your experience and approach make you the best candidate A resume Three business references with contact information EEO Statement: Legato Financial Group provides equal employment opportunities to all employees and applicants in accordance with federal, state, and local laws. Employment decisions are based on merit, qualifications, and business needs.
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Legato Financial Group is a full-service financial firm specializing in assisting clients near or in retirement. Our team is comprised of advisors, marketers and client relation specialists and we thrive on success and reward hard work. LFG is a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day and are looking for an experienced, patient, organized and efficient person who is willing to exceed expectations and develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Our ideal candidate is intelligent, articulate, pleasant, dependable and desires an exceptional work culture. Job Description The ideal Marketing & Events Coordinator (MEC) candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detail oriented. Being able to coordinate with vendors for live events taking place each week is also important to the role. The MEC plays a key role in reinforcing our commitment to exceptional client service. If you like planning events and seeing through their execution this may be a great opportunity for you! Direct Reports:
None Qualifications include: Bachelor’s degree or 2+ years of proven experience in a marketing/events role Impeccable appearance and professionalism Proficiency with MS Office Suite and comfortable with learning new systems Excellent written and verbal communications skills Comfortable meeting deadlines in a fast-paced, quickly changing environment with multiple tasks and projects Friendly, positive relationship builder with a high sense of personal motivation Strong organizational skills and attention to detail Proactive mentality with positive attitude and consistent follow-through Ability to problem solve and complete tasks with little or no supervision Responsibilities/Tasks: The Marketing/Events Coordinator will be expected to follow-through consistently in all efforts and build relationships with advisors and firm staff. Other daily, weekly, and/or monthly tasks may include: Executing live events from start to finish. Marketing and overseeing the response of those planning to attend an event to being live onsite at the event and then all follow up with the prospective clients after the event has concluded. Answer phones, check for and take messages, connect and field incoming calls for event responders. Confirm appointments by phone and email each day and maintain our team calendar. Listen to and understand client needs, respond in a prompt and professional fashion Assist in creating professional communications and event materials in Word, PowerPoint and our CRM system. Follow-up with prospects to confirm meeting details, that they received information, and to request completed questionnaires. Assist with preparation of proposals in formatting and printing. Review and proof marketing materials, letters and communication pieces. Research, input and organize prospect data in CRM system and provide executive summary of findings. Greet and assist guests promptly & professionally upon arrival to the event Commitment:
40 hours per week, 8:30am-5pm. This role also requires attendance at all firm-hosted client and marketing events, which regularly occur outside of standard business hours. Evening events are a core responsibility of this position and may occur up to six times per month, with schedules varying based on event needs. Compensation:
Starting salary range is $50,000-55,000. This position is eligible for quarterly bonuses and annual merit increases. Also included are full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule and 10 paid holidays! We are seeking candidates who are serious about a long-term opportunity with our firm. Physical Requirements: Ability to remain in a stationary position (standing or sitting) for extended periods. Ability to move about the reception and hospitality areas, and occasionally lift items up to 20 pounds. Frequent communication with clients and team members; must be able to exchange accurate information in person and via phone. This position operates in a professional office environment with frequent interaction with clients, vendors and team members. Please send: A detailed cover letter identifying why you are a good fit for this position, as well as why your experience and approach make you the best candidate A resume Three business references with contact information EEO Statement: Legato Financial Group provides equal employment opportunities to all employees and applicants in accordance with federal, state, and local laws. Employment decisions are based on merit, qualifications, and business needs.
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