Event Coordinator

Event CoordinatorAre 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 required2+ years of experience in an event planning role requiredExperience with MS Office and the ability to learn new software quicklyThis position requires you possess the following skills:Strong ability to execute events and plan themHigh degree of organization and very strong work ethicVery strong Microsoft Word, PowerPoint, Outlook, and Excel skillsExcellent verbal and written communication skills Proven ability to work independently and complete assigned tasks on scheduleJob Responsibilities:Work closely with the Marketing Team on upcoming strategies Being a liaison with vendors to provide the best client experienceCall qualified concierge clients to "check-in" and build relationshipsMaintain event budgetsConfirm all upcoming events/seminarsInput prospects and keep database/CRM program up to dateManage calendar regarding event scheduleInput notes to database/CRM of phone calls made and appointments setTrack client referralsPrepare, plan, schedule, participate, and follow-up on client events and seminarsAssist with the implementation and follow-through on new marketing ideasReview marketing focus with team during staff & marketing meetingsOrganize check in process and other all other logistics at events/seminarsManage all events set up, tear down, and other processesCall all event attendees the day before the event to confirm attendanceManage and record all RSVPs to upcoming events, workshops, and seminarsSalary:$50K + bonus opportunities throughout the yearBenefits:MERP401(k)Profit sharingLifetime Fitness membershipPTOFlex time (2 hours per week, excluding Monday mornings or Friday afternoons)Maternity/Paternity leaveHours:Monday: 8:30am-5:30pm; Tuesday-Thursday: 9:00am-5:30pm; Friday: 9:00am - 5:00pmPresented 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 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!

Created: 2025-03-07