May 1, 2026

Event Coordinator

Chartwell Financial Advisory, Inc. Minneapolis, Minnesota

The Event Coordinator supports senior leadership in Chartwell’s marketing team. This position focuses on corporate event and conference process management, working closely with team members across all practice areas who contribute to the firmwide business development efforts through professional industry association involvement.

Essential Job Functions

· Event Coordination: ERP database management of event records, including conference details, attendee/speaker tracking, sponsorship budgeting, and post-event reporting. Assist Corporate Events Manager with full event coordination process including pre-planning with leadership, completing registrations, drafting speaking proposals and presentations, identifying digital outreach needs, and communicating post-event action item follow ups. Serve as liaison with national, regional, and local professional industry associations. Attend and represent Chartwell at industry events and conferences, as needed.

· Administrative: Giveaway supply inventory and ordering, tradeshow booth packing and shipping, venue and/or conference room scheduling, catering orders and group meal reservations, executive meeting setup and cleanup, internal and external meeting coordination, calendar management, travel coordination, tradeshow materials printing and binding, and ad hoc tasks as requested.

· Special Projects: Contribute to ad hoc marketing tasks as needed such as target market list creation and management, collateral and resource development, slide library maintenance, and other marketing activities.

Role Expectations

· Must be dependable, punctual, and in-office Monday through Friday 8:00am - 5:00pm

· Champion of culture with an upbeat personality

· Professional personal presentation and proactive, service-oriented mindset

· Ability to organize and prioritize work and meet deadlines with little oversight

· Ability to work cooperatively with other support team members

· Strong verbal and written communication skills

· Demonstrated experience in MS Office (Excel, Word, PowerPoint, Outlooks, TEAMS)

· Flexibility and willingness to adapt hours to periods of peak activity

· Acute attention to detail and a dedication to providing high quality work products

· Willingness to work hard with a positive attitude

· Experience in handling sensitive/confidential information

· Self-motivated and ability to problem solve

· Strong project and time management skills

Pay: $50,000.00 - $55,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Health insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

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