Event Coordinator / Administrative Assistant

We're hiring an Event Coordinator / Administrative Assistant for a financial services office in Avon, IN. What You'll Do Coordinate seminars and client events from preparation through follow-upPrepare event materials and assist with setup and check-inGreet clients and seminar attendeesMake confirmation, reminder, thank-you, and follow-up callsSchedule appointments with clients and prospective clientsEnter and maintain accurate information in the CRM and scheduling systemsPrepare client files and maintain organized recordsAnswer and direct phone callsAssist with general administrative supportRequirements/Qualifications Professional and friendly communication styleExcellent phone etiquetteStrong organizational and attention-to-detail skillsComfortable making outbound callsSelf-motivated, reliable, punctual, and coachableAble to work independently and manage multiple prioritiesProficiency with Mac products/devices and Google Sheets is requiredA valid driver's license and reliable transportation is requiredPrevious event coordination, administrative, customer service, or financial services experience is a plusA Few Important Details This is an in-office Monday-Friday, 9 AM–5 PM position with a 1-hour lunch.