A successful independent RIA firm in the Cordova, TN area is seeking an organized and motivated Part-Time Workshop Coordinator to join their team. This individual will be pivotal in planning, organizing, and executing educational workshops focused on retirement income and strategies. If you have a passion for event coordination, excellent organizational skills, and a desire to make a positive impact on individuals’ retirement journeys, this is a great opportunity for you.
- Collaborate with the marketing team to develop workshop topics, agendas, and learning objectives
- Coordinate with advisors to secure their participation in workshops
- Research and identify suitable workshop venues, negotiate contracts, and manage logistics such as room setup, audiovisual equipment, catering, etc.
- Develop and maintain a detailed project plan, timelines, and budgets for each workshop
- Ensure all workshop materials, handouts, and presentation materials are prepared and available prior to each event
- Coordinate participant registration, including managing RSVPs, sending confirmations, and providing pre-workshop communications
- Act as the main point of contact for workshop attendees, providing excellent customer service and answering inquiries
- Cultivate relationships with existing and potential clients, promoting workshop participation and highlighting the value of our services
- Address participant feedback and concerns promptly and professionally, striving to exceed client expectations
- Proven experience in event coordination
- Excellent organizational and project management skills, with the ability to manage multiple priorities and deadlines
- Strong interpersonal and communication skills, with the ability to interact effectively with clients, team members, and external partners
- Detail-oriented mindset, ensuring accuracy and precision in all aspects of workshop planning and execution
- Proficiency in Microsoft Office Suite and event management software
- Knowledge of retirement income strategies and financial planning concepts is a plus