Marketing Event Coordinator

Company Description American Heritage Financial, LLC focuses on serving clients with unbiased financial guidance tailored to each individual’s unique situation. The firm emphasizes building genuine, trust-based relationships by taking time to understand clients’ goals, preferences, and concerns before developing personalized strategies.

Role Description The Marketing Event Coordinator is a full-time, hybrid role based in the Pensacola Metropolitan Area, with flexibility for some work from home. This role is responsible for planning, organizing, and executing marketing events, seminars, and client workshops that promote the firm’s services and strengthen client relationships. Day-to-day tasks include coordinating event logistics, managing vendor and venue communications, overseeing event timelines, and ensuring all materials and presentations support the firm’s brand and messaging. The coordinator will collaborate with financial professionals and marketing team members to develop event concepts, drive attendance, manage registration, and follow up with participants to support ongoing engagement. Additional responsibilities include maintaining event calendars, tracking budgets, reporting on event performance, and providing excellent customer service to attendees and partners.

Qualifications

Event Marketing and Event Planning skills to design, promote, and execute effective client-facing events.Event Management experience to oversee logistics, timelines, vendors, venues, and on-site coordination.Strong Communication abilities, including clear written and verbal communication and professional presentation skills.Customer Service skills to support attendees, respond to inquiries, and maintain a positive client experience before, during, and after events.Relevant experience in marketing, events, or financial services; prior work in a client-facing role is preferred.Ability to work in a hybrid environment, manage multiple projects, and meet deadlines with strong organizational skills and attention to detail.Proficiency with office productivity tools and basic marketing software (e.g., email marketing platforms, CRM systems, or event management tools) is beneficial.Associate or bachelor’s degree in marketing, communications, business, or a related field, or equivalent relevant experience.

Competitive salary

Paid time off and holidays

Professional development opportunities

Supportive and collaborative work environment

Https://www.TheAmericanHeritageFinancial.com