I am the sole owner of an estate planning firm in San Francisco Bay area. I have four full-time associates, six paralegals, two secretaries, a firm administrator, and four other staff members. We are a high volume operation and we do a lot of marketing. We need help coordinating and handling and coordinating the marketing. Are we ready for marketing coordinator or director?
Personally I think the firm is a little small for a full-time marketing position. If you can find a person that is willing to work part-time that could work in a firm your size. Many firms your size and larger that have a firm administrator include marketing responsibilities on the firm administrator’s job description and have marketing and business development coordination handled by the firm administrator. Here is an example of the marketing and business development duties that your administrator could handle.
Coordinate the firm’s advertising program established by the owner.
Coordinate and implement the business development program established the owner
Oversight responsibility by performing or delegating the following:
1 Updating Firm E newsletter database
2 Monthly review of E newsletter Database blocked list report,
contacting contacts for updated email addresses, and updating
e-newsletter and all related databases.
3 Update Other Firm E-newsletter Databases
4 Update case management and time billing databases
5 Distribute Electronic E newsletters.
Prompting the owner monthly to solicit one client testimonial from a client and posting or coordinating with the firm’s website provider for them to post the testimonial to the website.
2 Schedule, coordinate, and maintain a file on the firm’s file
server of action items and notes from each meeting.
3 Coordinate and assist in the implementation of action items.
Coordinate the firm’s public relations program.
Oversight responsibility for maintaining the firm’s web site and keep
the website’s content fresh and updated in coordination with website provider.
2. Social Media
Update entries on social media.
Client Communication/Satisfaction Program
Supervise preparation and distribution of firm announcements
John W. Olmstead, MBA, Ph.D, CMC