Administrative Assistant/Event Planner

Event Planner/ Administrative Assistant (Full-Time, In-Office)

Financial Services Company is seeking a professional, reliable, and client-focused Event Planner & Administrative Assistant to join our team. This full-time, in-office role is the first point of contact for clients, vendors, and visitors and plays a vital role in supporting our advisors and internal operations.

The ideal candidate is organized, personable, detail-oriented, and thrives in a professional office environment.

Primary Functions & Essential Responsibilities

Administration Assistant
• Greet clients, guests, and vendors in a warm, professional manner
• Serve as the primary point of contact for all incoming office visitors and inquiries
• Answer and route incoming phone calls to appropriate team members
• Monitor and maintain the front reception area to ensure a professional appearance
• Manage incoming emails related to office needs, scheduling, and general inquiries
• Order office supplies and respond to facilities-related requests
• Oversee shared office spaces and ensure documents are prepared

Event Planner Responsibilities
• Provide administrative support to advisors and leadership, including:
• Scheduling meetings and managing multiple calendars
• Preparing reports and organizing client materials
• Assisting with presentation materials, binders, and documentation
• Coordinate catering for meetings and client events when necessary
• Assist with general office projects and ad hoc requests
• Provide backup administrative support as needed
• Maintain confidentiality and professionalism when handling sensitive client and business information
• Reserve private dining rooms and coordinate meeting logistics

Qualifications

Education & Experience
• Bachelor’s Degree or equivalent professional experience preferred
• 2–3 years of experience in a receptionist and/or administrative assistant role
• Prior experience in a professional service, financial, or real estate preferred

Skills & Requirements
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Excellent telephone etiquette and interpersonal skills
• Professional demeanor, appearance, and communication style
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to prioritize tasks and manage multiple responsibilities simultaneously
• Flexible and adaptable to changing priorities and processes
• Team-oriented with the ability to work well with diverse personalities
• Must be able to work 2 evenings a week

Work Environment
• Full-time, in-office position
• Professional, client-facing financial services environment
• Collaborative and supportive team culture

Pay: $20.00 - $35.00 per hour

Work Location: In person