What are the responsibilities and job description for the Events Associate position at SWMG?
We are seeking a highly organized, personable, and creative Events Specialist to join our growing team. This role is perfect for someone who enjoys coordinating professional events, thrives on connecting with people, and takes pride in delivering exceptional client experiences.
About Strittmatter Wealth Management Group
Founded in 2007, SWMG is a boutique Registered Investment Advisor based in downtown Fort Worth. We specialize in retirement planning, investment management, and business planning for high-net-worth clients and business owners. 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.
Duties/Responsibilities
- Plan, coordinate, and attend seminars, webinars, classes, and client events in and around Fort Worth
- Confirm and schedule event attendees using provided scripts and schedule complimentary consultations
- Introduce speakers, manage logistics, and resolve issues during live events
- Engage with attendees, build rapport, and support conversion of attendees into scheduled prospects
- Process post event evaluations, input data into CRM systems, and track weekly KPIs
- Manage a high-volume event calendar of 150 plus events annually
- Photograph events and post event content and engagement to social media
- Post and monitor event promotions on social media platforms
Job Requirements
- 3 years of experience in event planning, hospitality, or marketing
- Excellent communication, interpersonal, and public speaking skills
- Strong organizational skills with the ability to multitask and solve problems under pressure
- Willing to report onsite to ensure events success
- Outgoing and client-focused demeanor with professional presentation
- Proficiency in Microsoft Office, Google Suite, CRM software, and social media platforms/channels
- Flexible availability for evening and occasional weekend events
Schedule: Part-time | Amenable to work onsite on Tuesdays & Thursdays and Fridays as well as 3 weekends per year | Willing to work in a hybrid arrangement
Salary : $20 - $25