What are the responsibilities and job description for the Event Coordinator - Financial Firm - Cary, NC position at Advisor Employee Services?
Event Coordinator
Are you a creative sales-minded, strategy-driven individual with a passion for marketing and a genuine interest in communicating with clients daily? We are seeking a strong Event Coordinator whose job is to plan and execute events for Raleigh Wealth Solutions in Cary, NC.
The primary purpose of this position is to be the point person for all client events, seminars and workshops. This is achieved by planning all parts of the event including staying within the event budget, getting the required number of people to attend each event, assisting with creating all marketing materials needed for the event, calendar management, prospect follow-up, and tracking the effectiveness of each event.
This individual will execute the seminars, client events, and build rapport with our clients and prospects!
Minimum Requirements:
- Bachelor's degree required
- 2 years of experience in an event planning role required
- Experience with MS Office and the ability to learn new software quickly
This position requires you possess the following skills:
- Strong ability to execute events and plan them
- High degree of organization and very strong work ethic
- Very strong Microsoft Word, PowerPoint, Outlook, and Excel skills
- Excellent verbal and written communication skills
- Proven ability to work independently and complete assigned tasks on schedule
Job Responsibilities:
- Work closely with the Marketing Team on upcoming strategies
- Being a liaison with vendors to provide the best client experience
- Call qualified concierge clients to “check-in” and build relationships
- Maintain event budgets
- Confirm all upcoming events/seminars
- Input prospects and keep database/CRM program up to date
- Manage calendar regarding event schedule
- Input notes to database/CRM of phone calls made and appointments set
- Track client referrals
- Prepare, plan, schedule, participate, and follow-up on client events and seminars
- Assist with the implementation and follow-through on new marketing ideas
- Review marketing focus with team during staff & marketing meetings
- Organize check in process and other all other logistics at events/seminars
- Manage all events set up, tear down, and other processes
- Call all event attendees the day before the event to confirm attendance
- Manage and record all RSVPs to upcoming events, workshops, and seminars
Salary:
- $50K bonus opportunities throughout the year
Benefits:
- MERP
- 401(k)
- Profit sharing
- Lifetime Fitness membership
- PTO
- Flex time (2 hours per week, excluding Monday mornings or Friday afternoons)
- Maternity/Paternity leave
Hours:
- Monday: 8:30am-5:30pm; Tuesday-Thursday: 9:00am-5:30pm; Friday: 9:00am – 5:00pm
Presented by Advisor Employee Services Thank you for your interest in the Event Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
