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.

• 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

• 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

• 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

• 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.