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Marketing and Event Coordinator

2 months ago

Woodbury, United States Stefans Law Group PC Full time

Are you a creative go-getter with a flair for event planning and marketing? Do you love the idea of working in a collaborative environment where you can make a real impact on people's lives? The Stefans Group is looking for an enthusiastic Marketing & Events Coordinator to join our team and help us promote our services while managing the logistics of various events. This is a key role where you’ll get to flex both your creative and organizational skills, all while helping families feel secure about their financial future This position is strictly on-site at our Woodbury, Long Island office.

 

About Us:

At The Stefans Group, we’re all about giving families peace of mind by securing their life care and legacies. We offer a holistic approach to managing financial lives, covering everything from Elder Law and Estate Planning to Wealth Preservation, Tax & Accounting Services, and Retirement Planning. With a variety of services provided by our affiliated entities—Stefans Law Group, Wealth Advisory Associates, and Summit Tax Advisors—we’re proud to help families create lasting financial freedom.


Who You Are:

  • Tech-savvy: You’re proficient with Microsoft Office (PowerPoint, Word, Excel) and familiar with social media platforms, eblast campaigns, and website maintenance.
  • Self-Starter: You’re motivated, goal-oriented, and ready to hit the ground running.
  • Master Communicator: You’ve got top-notch communication, writing, and interpersonal skills.
  • Organized & Detail-Oriented: Your organizational skills are second to none, and you never miss a beat.
  • Flexible: You thrive in a fast-paced environment and love solving problems with a smile.


Key Responsibilities:


Event Coordination:

  • Plan and execute events such as fundraisers, webinars, workshops, conferences, and luncheons from start to finish.
  • Organize mailing lists, invitations, schedules, and venues.
  • Coordinate post-event follow-up to ensure client engagement and satisfaction, including email campaigns, social media, and follow-up calls.


Generate Leads:

  • Identify and develop new business opportunities through proactive outreach and post-event follow-up.


Marketing & Social Media:

  • Develop and maintain the company’s event calendar, including planning social media campaigns on platforms like Facebook, Instagram, and LinkedIn.
  • Assist with designing marketing materials like advertisements, brochures, and flyers.
  • Monitor Google leads (including PPC and LSA advertising) and actively contact new leads.
  • Collaborate with the team to ensure all marketing efforts align with The Stefans Group’s branding.


Administrative Duties:

  • Answer phones and direct calls to the appropriate departments while delivering excellent customer service.
  • Manage and update client databases to ensure information is accurate and secure.
  • Coordinate and manage scheduling for meetings, client consultations, and events.
  • Order office supplies and maintain inventory to ensure smooth operations.
  • Assist with general office tasks such as filing, managing correspondence, and maintaining office organization.


Apply if You Have:

  • 1+ year of proven experience in event coordination, marketing, or a related field.
  • Proficiency with Microsoft Office (PowerPoint, Word, Excel).
  • Familiarity with website maintenance and social media platforms.
  • Experience with email marketing.
  • Excellent communication, organizational, and multitasking skills.
  • The ability to juggle multiple projects and meet deadlines.
  • Strong attention to detail and proactive problem-solving skills.


It’s REALLY Nice if You Have:

  • Experience in financial services, tax services, elder law, or estate planning.
  • Familiarity with Google Analytics, SEO, and best practices.
  • Experience with Content Management Systems.
  • A knack for working both independently and collaboratively.
  • A passion for learning and self-improvement.
  • Strategic thinking with the ability to work under deadlines on multiple projects.
  • Knowledge of design tools like Canva or Adobe Creative Suite.
  • Knowledge of WordPress.


What We Offer:

  • Fun team-building events like office lunches, BBQs, and outings.
  • Great potential for growth within the company.
  • Medical Insurance, IRA, IRA matching, generous PTO, paid holidays, and more.


Why Join Us?

At The Stefans Group, you’ll be part of a collaborative team that’s dedicated to making a real difference in the lives of families. Whether you're coordinating events or building engaging marketing campaigns, your work will help secure our clients' financial futures and build long-lasting legacies.