This position is designed for individuals who are passionate about event planning and have a strong background in hospitality management. In addition to managing events, the Event Planner will develop and maintain relationships with catering vendors and building management, ensuring that all logistical aspects of events are handled smoothly. The Event Planner will also assist the manager and Private Bank team on various administrative tasks and special projects as needed, making this a dynamic role that requires flexibility and adaptability. Responsibilities • Set guidelines and establish service protocols to enhance client experience; anticipate and address guests needs , • Oversee day to day client meetings and manage small banker-led events as appropriate , • Develop and maintain relationship with catering vendor and building management , • Perform administrative tasks including invoice processing, scheduling maintenance, ordering supplies and equipment, and additional tasks as needed , • Maintain Client Center supplies inventory, ensuring all necessary items are in stock and well organized , • Ensure adherence to quality expectations and standards of the Client Center and the firm , • Manage Client Center expenses to ensure all operations are within budget , • Connect with hosts regularly to obtain feedback on product quality and services , • Assist in surveying client experience annually and proposing solutions based on feedback , • Assist manager and Private Bank team on administrative tasks and special projects as needed Nice-to-haves
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