Strittmatter Wealth Management Group · 3 months ago
Event Planning Associate
Fort Worth,TX,US
Full-time
Onsite
Mid Level
$20/hr - $25/hr
3+ years expStrittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in Fort Worth, TX. They are seeking an Event Planning Associate who is personable, organized, and dedicated to creating memorable experiences for clients through planning and executing various events.
FinanceFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
Create professional and events with our Events Team
Confirm and schedule attendees using scripts
Schedule attendees for complimentary consultations
Introduce the speaker before each event using a script
Problem solve during events
Drive conversions of attendees to scheduled prospects
Talk with attendees and build rapport quickly
Process post event Evaluation Forms and input into CRM software
Track KPIs weekly using spreadsheets
Tuesdays and Thursdays evenings and Friday afternoon weekly. 2-3 weekends a year
Film and photograph events
Post ads on social media for events and track results
Posting event photos and engagements to social media
Qualification
Required
3+ years of experience in event planning
Marketing and Sales training
Tuesday and Thursday evenings available for events
United States citizen
3 References
Extroverted
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
Microsoft Office (Word, Excel, Powerpoint, Outlook)
CRM (Redtail)
Microsoft Teams
Google Suite (Docs, Sheets)
Zoom
Facebook
Instagram
LinkedIn
Company
Strittmatter Wealth Management Group
Strittmatter Wealth Management Group provides financial planning, investment management, and financial education services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase