Client Events & Experience Coordinator

About the Role We are hiring a Client Events & Experience Coordinator to help organize and execute our educational retirement workshops and support the day-to-day client experience in our office. This role is ideal for someone who is highly organized, personable, detail-oriented, and comfortable juggling multiple responsibilities while maintaining a warm and professional attitude. Responsibilities Scheduling, organizing, and coordinating retirement workshops and events Working workshops and helping ensure events run smoothly Calling and texting prospects prior to workshops to confirm attendance Answering incoming office phone calls professionally Assisting with appointment scheduling and confirmations Managing CRM data entry and tracking workshop/client analytics Inputting and organizing information from workshops and client meetings Supporting ongoing marketing and client communication efforts Helping create an outstanding first impression for prospects and clients Schedule Typical office hours are Monday–Friday, 9:00 AM – 5:00 PM Up to two evenings per week working workshops (typically 12:00 PM – 8:00 PM those days) Weekends are generally off What We’re Looking For Preferred Background: Hospitality Restaurant management or serving Event coordination Administrative/client support Friendly and professional communication skills Strong organizational ability Comfortable multitasking in a fast-paced environment Detail-oriented and dependable Tech-comfortable and able to learn CRM systems Positive attitude and team mentality Compensation Approximately $50,000 - $55,000 annual salary (based on experience) Up to $6,000 performance bonus opportunity 70% employer-paid medical, dental, and healthcare benefits 6% company 401(k) match Paid vacation 9 paid holidays annually Advancement and growth opportunities within the company If you enjoy creating exceptional experiences, keeping things organized, and being part of a growing company that values people and professionalism, we’d love to hear from you. #J-18808-Ljbffr