Overview

The Events Coordinator will provide assistance to the Events Team and support the orchestration of virtual and in-person events for wealth management advisors as well as their clients. This position is an integral part of team responsible for successful execution of events across the attendee journey—from pre- to post conference communications and measurement of success. We’re looking for a highly skilled Events Coordinator to make these gatherings effective, cost-efficient, and most importantly, memorable. The ideal candidate will have his or her hands full supporting the Events Team.

This position requires the ability to learn and/or knowledge of virtual event platforms (such as Cvent, Zoom, Socio), strong project management skills, a willingness of supporting both in-person and online events. You will contribute to the complete planning and tracking of event programs, with assigned tasks assigned by the Events Manager and Director of Events.

Essential Duties and Responsibilities

• With direction of Events Manager and/or Director of Events, coordinate the day-to-day administration of events and programs including placing orders, BEO review, monitoring vendors, travel planning, restaurant reservations, facilitating company attendees, monitoring registration, tracking RSVPs, answering questions and resolving issues.
• Understand requirements for each event and act quickly to resolve problems
• Support planning of events with attention to financial and time constraints
• Generate reports as needed for registration, housing, and to evaluate event’s success
• Daily utilization of Cvent
• Monitor and manage Events inbox
• Respond and forward requests as needed, obtaining approvals to move forward with events
• Track RSVPs and send reports to hosting office
• Order paper invitations and handle all aspects of invitation distribution, including stuffing and mailing of event invitations.
• Develop content for event materials and draft copy of invitations, registration, websites
• Continued Education tracking and submission post event, for BSP.
• Create and maintain events page in Asana for project management tracking
• Events Marketing support for project management tasks, i.e., creation of marketing assets and materials such as invitations, conference signage, swag
• Source and research vendors such as venues, caterers, transportation, etc. based on creativity, quality and cost
• Present and recommend options to Events Manager which include scope of the event such as budget, venue costs, date availability, capacity and more
• Adhere to budgets
• Manage all event set-up, tear down, and follow-up processes.
• Aid in event set-up and tear down, including arranging onsite vendors and do final check the day of the event (e.g. tables, technology) to ensure everything meets standards
• Manage forthcoming Fresh Service ticket events (this is new functionality)
• In Office training logistics and planning; including catering, transportation, and set up, working with Reception team for supply inventory and facilities notification.
• Coordinate and manage Clayton office events (Internal, associate, BSP, BSW)
  • Setup of development center
  • Coordinate with Events Manager coverage for meeting caterer delivery

Required Qualifications  

• Bachelor’s Degree required with event industry certifications or affiliations preferred (e.g. CMP, MPI, Cvent)
• Knowledge and use of project tracking software such as Asana, Basecamp, Cvent, or equivalent
• Experience in using/managing virtual event technology such as Cvent, Socio, or equivalent
• Exceptional interpersonal, verbal communication skills are required for interaction with various audiences and executives
• Self-starter, capable of multitasking and managing time and multiple priorities effectively, with direction and support of Director of Events
• Ability to remain calm under pressure without losing a customer-service oriented attitude
• Capacity to embrace changing circumstances and handle appropriately.
• Ability to lift/carry 50 lbs. to support in event and décor set ups
• Ability and willingness to travel as needed

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

Who is Buckingham Wealth Partners?

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.Buckingham employs more than 500 associates in over 40 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

Buckingham’s Awards & Accolades

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
• Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top 100 Wealth Managers, Forbes, 2015
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List