Event Coordinator - Financial Firm - Cary, NC

We are seeking a strong Event Coordinator whose job is to plan and execute events for Raleigh Wealth Solutions in Cary, NC. This is achieved by planning all parts of the event including staying within the event budget, getting the required number of people to attend each event, assisting with creating all marketing materials needed for the event, calendar management, prospect follow-up, and tracking the effectiveness of each event. This individual will execute the seminars, client events, and build rapport with our clients and prospects! Job Responsibilities: • Work closely with the Marketing Team on upcoming strategies • Being a liaison with vendors to provide the best client experience • Call qualified concierge clients to “check-in” and build relationships • Maintain event budgets • Confirm all upcoming events/seminars • Input prospects and keep database/CRM program up to date • Manage calendar regarding event schedule • Input notes to database/CRM of phone calls made and appointments set • Track client referrals • Prepare, plan, schedule, participate, and follow-up on client events and seminars • Assist with the implementation and follow-through on new marketing ideas • Review marketing focus with team during staff & marketing meetings • Organize check in process and other all other logistics at events/seminars • Manage all events set up, tear down, and other processes • Call all event attendees the day before the event to confirm attendance • Manage and record all RSVPs to upcoming events, workshops, and seminars Presented by Advisor Employee Services Thank you for your interest in the Event Coordinator role.