Job Description

Job Description

Job Description

SWMG

Event Planning Associate

Job Details

• Dress Code: Business professional (Dress to Impress)
• Hours: Tuesdays and Thursdays from 4:00 m to 10:00 pm and Fridays 11:00am to 5:00pm, 2-3 weekends per year plus other events as needed
• Hourly: $20 - $25 per hour

Do you have a passion for creating memorable and seamless experiences? Are you looking for an exciting career in event planning ?

Fast growing financial planning and investment management firm is looking for an Event Planning Associate . This extraordinary person would be extremely personable , charming, and well organized . They should exhibit the highest integrity and a reputation for putting the client first. If this is you, please read further...

This career offers competitive pay, bonuses, benefits and a great team to back you up. There is opportunity for career growth in several of the family of companies including wealth management, real estate and recruiting.

Why Strittmatter? Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in downtown Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers . For more information about our firm visit stritttmatterwealth.com. We look forward to meeting you!

Job Duties and Responsibilities

• Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
• Confirm and schedule attendees using scripts
• Introduce the speaker before each event using a script
• Problem solve during events
• Drive conversions of attendees to scheduled prospects
• Talk with attendee's and build rapport quickly
• Process post event Evaluation Forms and input into CRM software
• Track KPIs weekly using spreadsheets
• Manage a very full calendar of 50+ events per year
• Work evenings on Tuesdays and Thursdays weekly. 2-3 weekends a year
• Photograph events using iPhone
• Posting event photos and engagements to social media

Job requirements

• 3+ years of experience in event planning
• Sales training
• Evenings available for marketing events
• 3 References

Job Skills Required

• Highly motivated and detail-oriented
• Prior experience with event management, hospitality, marketing, or a related field
• Proven experience as an event specialist or similar role
• Excellent communication skills
• Creative thinker with keen eye for details
• Ability to work under pressure, and meet tight deadlines
• Problem solver under pressure
• Personable, professional, and courteous
• Professional public speaking and presenting skills
• Excellent organization and time management skills
• Detail oriented to ensure quality standards are met
• Provide a high level of client service in a calm, courteous and professional manner
• Ability to work independently as well as collaboratively within a team environment
• High proficiency in technology including: Microsoft Office, Google Suite, CRM software, Zoom, Teams, LinkedIn, Instagram, Facebook

Software Used

• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• CRM (Redtail)
• Microsoft Teams
• Google Suite (Docs, Sheets)
• Zoom
• Facebook
• Instagram
• LinkedIn

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