Event And New Business Coordinator
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Job Description
We are seeking a highly motivated and organized Event and New Business Coordinator to join Abrahamsen Financial. In this exciting new role, you will wear multiple hats, playing a key role in event coordination, calendar management, and supporting client service and moving new business for our Firm!
Compensation:$50,000 - $60,000 yearly
Responsibilities:Event Coordination:
- Plan and execute a variety of client events, from webinars, educational workshops, seminars, to networking functions
- Manage all aspects of events, including running the virtual events, future in-person events, budgeting, vendor communication, and logistics
- Oversee event setup, execution, and follow-up, ensuring a seamless experience for attendees
- Develop and manage event marketing materials to promote events and drive attendance
Calendar Management:
- Manage the calendars of the team, ensuring efficient scheduling and timely communication with clients
- Schedule and coordinate meetings, appointments, and conference calls
- Maintain a centralized calendar system for the team
New Business Development Support:
- Assist with research and case preparation materials for advisors
- Help coordinate client onboarding processes
- Schedule and manage introductory meetings with potential clients
- Bachelor's degree in business administration, event management, or a related field (preferred)
- Minimum 2 years of experience in event coordination or a similar role
- Strong organizational and time management skills with the ability to prioritize multiple tasks
- Experience with event management or online video software a plus
- Detail-oriented with a passion for creating exceptional experiences
- Ability to work independently and as part of a team
At Abrahamsen Financial Group, our mission is to empower individuals and families to achieve financial independence through personalized, innovative solutions. We build lasting relationships with our clients by offering trust, education, and excellence. Focused on strategic growth and client-centric service, we use cutting-edge strategies to deliver value in every financial plan. Why Join Abrahamsen Financial Group?
Abrahamsen Financial Group is a dynamic, growing company redefining financial advice delivery. Over the past 20 years, we ve evolved through innovative client acquisition strategies like our high-impact webinars. As we expand, you ll have the chance to contribute to exciting projects, refine strategies, and play a key role in our growth. We foster a collaborative, supportive environment with ample opportunities for career development. If you re looking to grow with a company that values your expertise, Abrahamsen Financial Group is the place for you.