Front Office & Events Coordinator

Join the Vermont Agency as a Front Office and Events Coordinator, where you'll play a key role in helping us achieve our mission to do good for the families we serve. You'll be the welcoming face of our company, ensuring seamless coordination of our front office operations. By organizing events that foster community and client engagement, you'll contribute to our long-standing commitment to providing financial stability and planning confidence.

With over 175 years of experience, we offer comprehensive support and training to help you excel in your role and grow your career. Let's work together to create meaningful relationships and innovative solutions that make a positive impact. If you're a driven professional eager to develop your career in financial services, we invite you to join our team and make a difference.

• Event Coordination
  • Plan, coordinate, and execute agency meetings, incentive trips, holiday parties, charity golf tournaments, etc.
  • Work closely with advisors and leadership to develop event objectives, timelines, budgets, and marketing strategies.
  • Coordinate all event logistics, including venue selection, catering, entertainment, audiovisual needs, décor, and vendor management.
  • Negotiate contracts and maintain relationships with vendors, venues, and service providers.
  • Manage event budgets and ensure cost-effective execution while maintaining a high-quality client experience.
  • Oversee event setup, execution, and post-event follow-up.
  • Track event attendance, gather feedback, and assist with reporting and future event planning.
  • Identify opportunities to enhance client experiences and increase event participation.
• Front Desk & Client Service
  • Serve as the first point of contact for clients, visitors, and business partners, creating a welcoming and professional environment.
  • Answer and direct incoming phone calls, emails, and client inquiries.
  • Schedule appointments and maintain advisor calendars.
  • Assist with client onboarding and preparation of meeting materials.
  • Maintain client records and ensure accurate documentation within company systems.
  • Manage incoming and outgoing mail, office supplies, and general office organization.
  • Support advisors and operations staff with administrative tasks and special projects.
  • Coordinate conference room scheduling and meeting logistics.
  • Assist with client communications, event invitations, RSVP tracking, and follow-up correspondence.

• Previous experience in event planning, hospitality, customer service, reception, office administration, or financial services is preferred.
• Exceptional interpersonal and communication skills with a professional and friendly demeanor.
• Strong organizational and time-management skills with the ability to manage multiple projects simultaneously.
• Proficiency with Microsoft Office Suite and general office technology.
• Experience coordinating events, managing vendors, and overseeing budgets is highly desirable.
• Ability to work independently while collaborating effectively with team members.
• Strong attention to detail and commitment to delivering outstanding client service.
• Experience in a financial planning, insurance, banking, or professional services environment is a plus.

$50,000 per year