Scheduling & Event Coordinator

Company Description

Hawkins Laakso Wealth Management partners with families and entrepreneurs to help them achieve lasting financial success through thoughtful, personalized planning. Our holistic approach integrates cash flow management, estate and tax planning, and retirement strategies to create a clear and comprehensive financial roadmap.

An entrepreneurial firm aligned with Equitable, a Fortune 500 company, with a 160-year history of helping Americans reach their financial planning and investment goals. This affiliation provides us the products, services, and deep organizational infrastructure to serve our clients’ broad needs. 

Central to our culture is a simple guiding question: Do you feel the love? We ask this of our clients and of one another. It reflects the level of service we are committed to delivering and defines how we work together. Our culture is grounded in caring, respect, responsibility, commitment, and dedication—to each other and to our clients.

Role Description

This is a full-time, on-site position based in Houston, TX, for a Scheduling & Event Coordinator. This entry-level role offers an excellent opportunity to build a strong foundation in wealth management and client service and serves as a stepping stone to future career growth within the firm.

The Coordinator is responsible for managing all aspects of scheduling and event coordination for both internal and client-facing engagements. Key responsibilities include scheduling appointments, communicating with clients and attendees, coordinating event logistics, and delivering a consistently high level of client service. The role requires close collaboration with advisors and team members to ensure meetings and events are executed seamlessly and professionally.

Time Allocation

• Ensure successful client meetings: 60%
• Ensure successful client events: 20%
• Ensure successful firm events: 5%

Personal Attributes Needed for Success

• Strong event planning and event management skills
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities
• Comfortable in a support-oriented role focused on serving others
• Proficiency with scheduling and productivity tools (e.g., calendar software, Microsoft Office Suite)
• Proactively identifies and fulfills client expectations
• Persistent and committed to completing tasks despite challenges
• Able to build rapport easily with a wide range of individuals
• Consistently establishes and maintains structure and organization in daily activities

Why Work with Us

• A culture rooted in love, caring, respect, responsibility, commitment, and dedication
• Opportunity to deliver luxury, white-glove service to clients
• Meaningful work that is highly valued by clients
• Ability to make a tangible impact within a smaller, entrepreneurial firm
• Strong support for individual growth and professional development
• A well-established, highly respected firm with over 20 years of success
• A workplace that treats employees and clients like family

Requirements

• Strong verbal and written communication skills
• Demonstrated ability to learn and master computer applications, including Salesforce and Microsoft Office
• Desire to work in a professional business and office environment
• Ability to pass a background check and fingerprinting

Schedule

Monday - Friday, 9:00a - 5:00p, with a one-hour lunch break

Location

Phoenix Tower

3200 Southwest Freeway

Houston, TX 77027

Compensation & Benefits

• Health, dental, and vision insurance
• 401(k) with employer matching
• Employee stock purchase plan with employer matching
• Paid time off: 18 days per year (accrued at 1.5 days per month)
• 13 federal holidays
• Tuition reimbursement
• And more

Contact Us

To arrange a confidential interview, please email your resume (MS Word format) to operations@hlwm.net. Include a brief note outlining how your skills, abilities, and experience align with the personal attributes and requirements of the role.