JOB OVERVIEW

Do you love details, organization, and creating experiences that make an impact? Our financial planning firm is looking for an Event & Marketing Manager to take ownership of our client workshops and marketing initiatives.
This is a growth opportunity where you’ll help us host educational workshops, manage event logistics, and ensure a smooth client experience.

QUALIFICATIONS

• High levels of organization, reading comprehension, and dependability
• Professional, outgoing people skills, both on the phone and in person
• Strong verbal and written communication skills
• Excitement to be part of a growing team that impacts people’s financial futures
• Prior event planning or marketing support experience preferred
• Comfortable with Windows operating systems, Google Suite, Microsoft Office, Zoom, and CRM systems
• Reliable personal transportation
• The ability to lift 25lbs

• Coordinate and attend approx. 4-6 evening workshops per month (materials, logistics, registration, confirmations, and follow-up)
• Maintain event supplies, marketing materials, and promotional items
• Support in-force servicing and client admin as capacity allows
• Manage office supplies and basic front-office duties (phones, greeting clients, processing mail, etc.)