Event Coordinator - Bright Lake Wealth Management

Event Coordinator

Bright Lake Wealth Management in Redding, CA is seeking a dynamic and organized Event Coordinator to join our marketing team! As the Event Coordinator, you will play a pivotal role in planning, organizing, and executing a wide range of events aimed at promoting our firm’s services and enhancing client relationships. This role requires a creative, detail-oriented, and proactive individual who can manage events from conception to completion, ensuring they align with our brand and objectives.

Minimum Requirements:

• Bachelor's degree in Marketing, Event Management, or a related field.
• 2 + years of proven experience as an Event Coordinator or similar role.
• Strong project management skills with the ability to multitask and meet deadlines.
• Excellent communication and interpersonal skills.

Responsibilities

Event Planning and Execution:

• Collaborate with the marketing team to develop event strategies that align with our firm's goals and branding.
• Plan, coordinate, and execute a variety of events, including seminars, webinars, conferences, workshops, client appreciation events, and more.
• Identify suitable venues, negotiate contracts, and manage vendor relationships (caterers, A/V technicians, etc.).
• Develop and maintain event budgets, tracking expenses and ensuring cost-effectiveness.
• Create event timelines and coordinate logistics to ensure all aspects run smoothly.
• Coordinate marketing materials and promotional collateral for events.
• Oversee event registration and attendee management, ensuring a seamless guest experience.
• Manage post-event follow-up and feedback collection to assess event success and identify areas for improvement.

Event Promotion and Marketing:

• Work closely with the marketing team to develop promotional strategies for events.
• Create and distribute event invitations, emails, and social media campaigns.
• Monitor event-related web content and social media channels.
• Collaborate with graphic designers and mail houses to create event-specific materials.
• Track and analyze event metrics and ROI to optimize future event strategies.

Client and Stakeholder Engagement:

• Foster positive relationships with clients and key stakeholders through excellent event execution.
• Collaborate with relationship managers to ensure client engagement and satisfaction.
• Assist in identifying potential partnership and sponsorship opportunities for events.

Administrative and Reporting:

• Maintain accurate event records, including budgets, contracts, and attendee lists.
• Prepare post-event reports and analysis for senior management.
• Assist in managing the event calendar and coordinating scheduling with other departments.

• Proficiency in event management software and tools.
• Attention to detail and strong organizational skills.
• Creative thinking and problem-solving abilities.
• Knowledge of financial services or wealth management industry is a plus.

Salary:

$20-$25/hr. Based on Experience

Benefits – You Bet!

• 401K
• Health Insurance
• PTO
• Paid Holidays
• Sick Leave

Hours:

Monday – Friday

8:00 AM – 5:00 PM

*Seminar Attendance required – Evening Work – 2 times a month

• 25% travel to our office in Medford, Oregon and possible other locations

Presented by Advisor Employee Services Thank you for your interest in the Event Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!