Event Coordinator

What will your role be responsible for?

Assist in the execution of all aspects of corporate events, including conferences, community engagement initiatives, corporate meetings, and networking functions
Collaborate with internal stakeholders across business units to define event objectives, messaging, themes, and target audiences
Assist with event budgets, forecasts, expenses, and final reconciliations to ensure cost‑effective planning and financial accountability
Coordinate event logistics, including venue sourcing and contract negotiation, catering, audio‑visual production, transportation, accommodations, and onsite operations
Contribute to event creativity, including developing and executing engaging themes for various events.
Develop and maintain detailed event timelines, production schedules, run‑of‑show documents, and communication plans
Liaise with and manage internal clients as well as external vendors, sponsors, agencies, and partners to ensure deliverables, service standards, and contractual obligations are met
Ensure all events comply with company policies, brand standards, and applicable industry regulations
Proactively identify and mitigate risks related to logistics, safety, compliance, and reputation
Assist with onsite execution and real‑time decision‑making during events, resolving issues quickly and professionally
Manage the internal events inbox, including monitoring messages, responding as appropriate, and escalating items as needed.
Mentor volunteer or marketing team members as required
Evaluate event success through post‑event reporting, stakeholder feedback, and ROI analysis to inform continuous improvement and future planning

What do we expect from you?

Bachelor’s degree in Event management, Marketing or related field
Proven experience (2+ years) in event planning, preferably within the financial industry
Strong organizational skills and attention to detail
Excellent communication and negotiation abilities
Ability to work independently and as part of a team
Flexibility to work evenings and weekends as needed.

Desirable:

Hands on working knowledge of event and marketing platforms, with Swoogo considered a strong asset alongside tools such as Adobe, Box.com, TripBuilder, Advisor Stream
Working knowledge of virtual and hybrid event platforms including Zoom and Microsoft Teams
Strong skills in Microsoft Excel, PowerPoint, and Outlook with the ability to manage data, and support complex event workflows