Office Coordinator and Client Event Specialist

Job Summary

Mitchell Financial Group is seeking a friendly, organized, and energetic Client Event and Office Coordinator to join our staff. We're looking for someone who thrives in a fast-paced environment, enjoys connecting with people, and takes pride in creating exceptional experiences for our clients from their very first interaction.

The ideal applicant is an outstanding communicator with a warm, personable demeanor who genuinely enjoys helping others. You'll be the welcoming face and voice of our office while coordinating client events and supporting daily operations. If you're someone who can think on your feet, stay organized under pressure, and nurture positive relationships with clients and co-workers alike, we'd love to meet you.

Please note: This position requires attendance at approximately 20-25 evening dinner seminar and client events per year.

Job Responsibilities:

Plan, coordinate, and execute client seminars and special events from start to finish
Create and organize marketing materials for seminars and client events
Schedule appointments for new clients and follow up with prospective clients in a professional and friendly manner
Serve as the first point of contact by greeting clients, answering phones, and ensuring every visitor receives exceptional customer service
Manage supervisor’s calendar and appointments efficiently
Track sales, expenses, and new business activity using Microsoft Excel
Enter, organize, and maintain accurate client information and documents within the company database
Prepare office materials, including copying, printing, labeling, and organizing documents
Maintain a clean, organized, and welcoming office, ensuring conference rooms and common areas are fully stocked and ready each day
Assist with additional administrative and client service responsibilities as needed

Job Requirements:

2 years of proven work experience in an office, administrative, hospitality or fast-paced customer service environment
Proficient in Microsoft office (Word, Excel, PowerPoint and Outlook)
Excellent written and verbal communication skills
Maintain a high level of professionalism (demeanor and appearance)
High school diploma

Skills Required:

Critical thinking and problem solving
Detailed spreadsheet management
Phone Etiquette and discretion
Self-motivated and organized
Time management and multi-tasking
Public relations

Salary Dependent Upon Experience

Benefits

This job offers 50% paid health insurance after 60 days of employment. We do offer a company 401K and will match up to 4%. Eligible after 6 months of employment.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Office: 1 year (Required)
Customer service: 1 year (Required)

Work Location: In person