What are the responsibilities and job description for the Event Administrative Coordinator position at Strategic Wealth Designers?
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sqft office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.
At Strategic Wealth Designers (SWD), we are a full-service financial firm specializing in assisting individuals who are near or in retirement. We pride ourselves on fostering a collaborative and close-knit environment, and we are looking for a new team member who can complement our team’s values and culture.
We’re seeking an experienced, patient, organized, and efficient individual who is excited to contribute to the success of our business. The right person will exceed expectations and develop strong, lasting working relationships with our growing team. If you bring a positive attitude to work each day and are motivated by personal and professional growth, we would love to hear from you.
Job Description
Are you a vibrant, detail-loving superstar who thrives on providing support? Do you have a knack for customer service that makes people feel like VIPs? If you’re ready to shine in a growing company where teamwork and enthusiasm are celebrated, we want to hear from you!
Your mission, should you choose to accept it, is to provide ongoing support for our events for our financial services company, leaving clients and prospects saying, “Wow!” Attention to detail and organization are key as you navigate our dynamic environment.
What You Bring to the Table:
- Education & Experience: Bachelor’s degree or equivalent experience, with a preference for those who know their way around the financial world.
- Tech Savvy: Strong skills in MS Office Suite and a quick learner when it comes to new software.
- Detail-Oriented: You can juggle multiple priorities without breaking a sweat.
Your Superpowers:
- Organizational Wizardry: You love keeping things in order!
- Communication Guru: Whether it’s written or verbal, you shine when sharing information.
- Fun Maker: You have a talent for making every event enjoyable and inviting.
- Proactive Planner: You tackle tasks head-on instead of waiting for them to come to you.
Responsibilities/Tasks:
As our Event Administrative Coordinator, you’ll be the heartbeat of our event planning, ensuring every detail is just right. Here’s a taste of what you’ll do:
- Handle all pre-work and post-event work for company events including the following:
- Completing confirmation calls for event attendees
- Screen registrants for events
- Managing sign-ups and waitlists for events
- Enter and update event data in multiple platforms
- Assist with inventory management for different offices
- Manage calendars for financial advisors
- Provide phone coverage for incoming event-related calls
- Assist with any other event related tasks as needed
Position Details:
- Commitment: Monday through Friday, 8:00 AM – 5:00 PM (40 hours per week)
- Compensation: Starting compensation range is $26.92 to $27.88 per hour, plus a benefits package.
- Location: 4600 S. Syracuse Street, Denver, CO 80237
Want to know what we are like?
Check out our over-the-top experiences by visiting SWDGroup.com/Careers
Salary : $27 - $28
