Event Planner
Cole Capital Advisors - Phoenix, AZ

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The Event Planner Role
The company Event Planner will coordinate many of the functions and duties for all sales events and due diligence meetings as it relates to our sales organization.

Responsibilities will include:
Completing the purchase-order process and tracking for the Event department to ensure that they are entered and approved in a timely manner

Meeting with Accounting as needed to ensure purchase orders are in good standing

Processing invoices for the department as needed

Conducting credit card reconciliation as needed

Ordering awards for top-producing advisors on a monthly basis

Working with their National Accounts counterparts to ensure their conferences and events are planned effectively and maintaining the Cole quality standard

Registering and booking travel for executives attending conferences

Completing fulfillment orders (brochures & giveaways)

Creating and managing invitations and RSVP lists for dine-arounds

Assisting Events Team with onsite set-up and tear-down of booths and with registration needs if required at all local events

Flexible work hours needed for company events that require early set up and late tear down

Some travel required

The Event Planner Candidate Profile


Minimum 2 years administrative support experience in a corporate environment

Strong customer service orientation

Expert-level proficiency with Microsoft software

Ability to manage multiple tasks and prioritize among multiple assignments

Strong communication skills and the ability to interact effectively with executive management

Strong organizational skills and attention to detail

Ability to work effectively under pressure and in deadline situations

Creative problem-solving skills

Superior contract-negotiation skills

Ability to communicate effectively and respond quickly

Friendly attitude: willingness to assist and ability to solve problems are musts.

Ability to work both independently and as an effective team player

Ability to lift up to 30 pounds

Prior experience within events or marketing preferred

Education and Professional Designation

Bachelor’s Degree Required

We will offer a competitive package based on experience and qualifications.

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