Job Description
Focus Partners Wealth is seeking an Events Associate to join their team! The Events Associate will support the orchestration of virtual and in-person events for wealth management advisors and their clients, ensuring effective and memorable gatherings.
Responsibilities
- With direction of Events Manager and/or Head of Event Strategy, coordinate the day-to-day administration of events and programs including placing orders, BEO review, monitoring vendors, travel planning, restaurant reservations, facilitating company attendees, monitoring registration, tracking RSVPs, answering questions and resolving issues
- Understand requirements for each event and act quickly to resolve problems
- Support planning events with Events Manager which includes attention to financial and time constraints
- Generate reports as needed for registration, housing, and to evaluate event’s success
- Daily utilization of Cvent
- Develop content for event materials and draft copy of invitations, registration, websites
- Continued Education tracking and submission post event
- Create and maintain events page in Asana for project management tracking
- Events marketing support for project management tasks, i.e., creation of marketing assets and materials such as invitations, conference signage, swag
- Source and research vendors such as venues, caterers, transportation, etc. based on creativity, quality and cost
- Adhere to budgets
- Manage all event set-up, tear down, and follow-up processes
- Coordinate and manage HQ office events
- Onsite event management assistance for conferences to include onsite support, changing signage, registration, and check-in
- Catering Requests –research and order catering and meals for advisor requests as needed, for groups of 15+ attendees
- Order and track internal associate gifts and client gift requests, including but not limited to marriage, baby, sympathy
Skills
- Bachelor's Degree required
- Exceptional interpersonal, verbal communication skills are required for interaction with various audiences and executives
- Self-starter, capable of multitasking and managing time and multiple priorities effectively, with direction and support of Head of Event Strategy
- Ability to remain calm under pressure without losing a customer-service oriented attitude
- Capacity to embrace changing circumstances and handle appropriately
- Ability to lift/carry 50 lbs. to support in event set ups
- Ability and willingness to travel as needed
Benefits
- Annual cash bonus
- Comprehensive benefits package
- Medical
- Dental
- Vision
- Life insurance
- 401(k)
Company Overview
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