Marketing & Corporate Services Specialist

LEGACY PRIVATE TRUST COMPANY; Neenah (WI); On-site; USD 42,000 - 61,000; Full time

Job summary

Legacy Private Trust Company seeks a Marketing & Corporate Services Specialist in Neenah, WI. This full-time role supports Marketing, Communications, and internal culture initiatives, including social media, events, and content management.

The position offers growth as responsibilities expand with demonstrated readiness. The role reports to the Corporate Services Officer and requires a 2-year degree, strong confidentiality, and professional communication.

Qualifications

• Requires 2-year degree.
• Strong administrative and project support skills.
• Excellent confidentiality and professional communication.

Responsibilities

• Provide administrative and project support to Corporate Services Officer and leadership on assigned tasks.
• Maintain confidentiality and handle sensitive information with discretion.
• Produce accurate, detail-oriented work aligned with Legacy's brand standards.

Education

2 Year Degree

Job description

• Job Category Marketing, Administration, Digital Marketing
• Employee Type Full Time
• Required Degree 2 Year Degree
• Manage Others No

Contact information

• Phone [phone]
• Email [e-mail]

Description

The Marketing & Corporate Services Specialist, working under the direction of the Corporate Services Officer, provides administrative and project support to Corporate Services while also supporting Legacy's marketing, communications, and internal culture initiatives. This role assists with social media, website and digital content, client and community events, and staff appreciation and engagement efforts, taking ownership of assigned tasks and performing with sound judgment and increasing independence.

This is a full-time, Neenah-based position with meaningful room for growth. As Legacy's marketing and corporate services evolve and as the individual demonstrates readiness, the scope and responsibility of this role may expand over time.

Requirements

The Marketing & Corporate Services Specialist is expected to manage assigned responsibilities with accuracy, professionalism, and sound judgment. Work is performed under the general direction of the Corporate Services Officer, with increasing independence as knowledge and experience develop.

GENERAL RESPONSIBILITIES

¦ Provide administrative and project support to the Corporate Services Officer and other corporate leadership as assigned.

¦ Maintain strict confidentiality and handle sensitive client, employee, and business information with sound judgment and discretion.

¦ Communicate proactively and professionally, managing timelines and next steps across multiple concurrent projects.

¦ Produce accurate, detail-oriented, and on-brand work, proofreading all materials before distribution.

¦ Perform other related duties assigned to support corporate initiatives and priorities.

MARKETING & COMMUNICATIONS SUPPORT

¦ Assist with the creation, formatting, and proofreading of marketing and internal communications materials, ensuring adherence to Legacy's brand standards.

¦ Support the maintenance of the marketing and content calendar, helping track deadlines and deliverables across digital and print projects.

¦ Help prepare drafts of announcements, newsletters, and other internal or external communications for review.

¦ Assist with organizing and updating the marketing asset library and brand materials so resources remain current and easy to locate.

¦ Support the development and scheduling of social media content across approved platforms, in coordination with brand and compliance standards.

¦ Assist with gathering, organizing, and lightly editing photos and video for use in social and digital content.

¦ Monitor social media engagement and help compile basic performance summaries.

¦ Stay current on social media trends and bring forward ideas that could strengthen Legacy's presence and community connection.

WEBSITE & TECHNOLOGY SUPPORT

¦ Assist with routine website content updates, reviews, and basic functionality checks, escalating technical issues as needed.

¦ Support maintenance of intranet content and pages with guidance, helping keep internal resources accurate and current.

¦ Build foundational familiarity with Legacy's website and content management tools, with a willingness to learn additional platforms over time.

¦ Apply AI-enabled tools thoughtfully to support content development and efficiency, only when use has been approved by leadership and in accordance with established AI guidelines, safeguards, and confidentiality requirements.

EVENTS & COMMUNITY ENGAGEMENT

¦ Provide logistics and coordination support for client and appreciation events, including venue and vendor coordination, materials preparation, and day-of support.

¦ Assist with planning and execution of community events and outreach activities that strengthen Legacy's visibility and community relationships.

¦ Help prepare invitations, signage, and promotional materials for events, ensuring consistency with brand standards.

¦ Support post-event follow-up, including thank-you communications and basic tracking of attendance and outcomes.

INTERNAL CULTURE & STAFF APPRECIATION

¦ Assist with planning and coordinating internal staff appreciation activities, special functions, and recognition initiatives.

¦ Support culture initiatives and internal engagement efforts alongside the Corporate Services team, helping bring Legacy by Design to live for employees.

¦ Help coordinate internal communications related to culture and engagement, including announcements and event details.

SPECIAL PROJECTS & COORDINATION

¦ Coordinate special projects requiring a high level of detail, tracking timelines, deliverables, and stakeholder communication.

¦ Support cross-functional initiatives spanning corporate services, marketing, and culture, helping ensure consistent follow-through.

¦ Take ownership of assigned tasks and projects, escalating questions or roadblocks promptly to the Corporate Services Officer.

Summary

CULTURAL EXPECTATIONS AND TEAM CONTRIBUTIONS

At Legacy Private Trust Company, how we work is just as important as what we do. The Marketing & Corporate Services Specialist is required to embrace and exemplify our Legacy by Design Culture Fundamentals:

Clients First – Deliver legendary service, manage expectations, and respond with urgency and care.

One Team – Support one another, communicate openly and respectfully, and make success visible.

Own It – Commit to excellence, do the right thing always, and follow through to resolution.

Grow and Adapt – Stay curious, simplify where possible, and continuously learn and improve.

Protect the Legacy – Act like an owner, maintain confidentiality, uphold our reputation, and raise the bar.

Lead the Way – Lead by example, pursue excellence, and help elevate others and our firm.