Overview
Event Coordinator Jobs in Raleigh, NC at Strategic Wealth Designers
Title: Event Coordinator
Company: Strategic Wealth Designers
Location: Raleigh, NC
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About the Job
Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Are you looking for an opportunity to utilize superior marketing and event skills and work directly with clients and prospective clients on a daily basis? Would you enjoy working for a growing, prestigious company in a fun, team environment?
At Strategic Wealth Designers, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects at our events and in the office. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Our candidate is articulate, pleasant, dependable and desires an exceptional work culture.
Job Description
Our ideal candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing simple print projects, data entry and scanning, research projects, critical thinking skills and detailed oriented.
The candidate must also be able to engage and create excellent events for our financial services company as we present to prospective clients throughout the greater Dallas region. Being confident and organized while overseeing a fast-paced environment is key.
Minimum Requirements:
• Bachelor’s Degree or equivalent industry experience
• Financial Industry experience preferred
• 2 + years working in and around live events in a fast-paced environment.
• Strong attention to detail, with excellent ability to prioritize workflow.
• Strong experience with MS Office Suite and the ability to learn new software quickly
• Ability to work independently, good time management and critical thinking
• Excellent written and oral communications
• Superior client relations skills
• Ability to handle in-bound and out-bound calls with ease and confidence
This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication both written and verbal
• Excel at making things fun and inviting for our guests
• Proactive in executing tasks and events as opposed to reactive
Responsibilities/Tasks:
The Event Coordinator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for successful meetings after the events have happened. Other daily, weekly, and/or monthly tasks may include:
• Making reminder calls for events in a welcoming. friendly manner
• Oversee setup and execution of events each month
• Input note…
