Job Overview:
We are seeking a skilled Event Coordinator to join our team. The Communication and Events Coordinator provides Public Relations functions for Leighton Investment Services (LIS). They will be responsible for coordinating events, communicating with clients and prospects (inperson, via phone, and electronically), and seeking to improve the LIS “brand” as it relates to the client experience for both in-bound and out-bound communication. Certain administrative and clerical duties will also be involved, to support the LIS Financial Advisors in an accurate, efficient, and timely manner.
Duties:
A. Provide event coordination for LIS
- Organizing event details including invites, catering, venue set up, and guest attendance tracking
- Managing “day-of” details including coordinating with staff, attendees, and vendors, addressing potential problems as they arise, and ensuring a quality experience for all involved
- Establishing and maintaining relationships with vendors and venues
- Listening attentively to customer requests and keeping records of these requests and other event data
- Attending and monitoring activities and events to ensure client satisfaction
- Bringing independent ideas to improve on current event structures (new topics or processes)
- Reviewing bills and coordinating payments for the events
- Assist with the planning and organizing of special bank wide events as appropriate
B. Maintain and provide positive Public Relations for the LIS office
- Assist in maintaining accurate client data and documentation in accordance with internal procedures and regulatory requirements
- Create communication for events, birthdays, social media, and correspondence via email (both personal and blast emails), mail, and social media outlets
- Perform clerical duties and administrative support work related to investment activity including answering the phone and handling walk-in and scheduled client interactions
- Create, publish, and distribute LIS newsletters
- Maintain and expand social media presence
- Assist as needed with bank wide Marketing and Public Relation duties; providing assistance on projects or during absences
C. Demonstrate Outstanding Customer Service & Client Interactions
- Effectively help clients achieve their financial goals by providing customer service that models the values of integrity, flexibility, helpfulness, proficiency, and commitment
- Build client loyalty, respect, and relationships by greeting and responding to requests related to scheduling, correspondence, or other inquiries in a friendly, professional, and timely manner
- Maintain the security and confidentiality of client information
- Uphold a welcoming atmosphere within the office in both internal and external interactions
- Maintain schedules and remain informed about staff member availability, client traffic, and tasks
- Gather (via phone or in-person) and disseminate incoming information to appropriate staff members.
D. Demonstrate Commitment to Life-Long Learning and Professional Development
- Develop, maintain, and proactively seek a comprehensive understanding of LIS products, services, and structure as we strive to meet the ever-changing needs of clients, meet bank growth objectives, and maintain investment division profitability benchmarks
- Effectively use existing and newly emerging office and product technologies to create an organized and efficiently operating investment office.
E. Actively Contribute to Leighton State Bank Continuous Improvement.
- Contribute to a positive team environment by cooperatively working with other department team members and bank personnel.
- Execute strategic initiatives as directed by management.
F. Perform other assigned operational duties, projects, and assignments as given in a timely manner.
Qualifications:
Degree in a related field or equivalent experience. Preference will be given to those with prior event planning or public relations experience. Investment or financial related experience would be favored.
This position offers the opportunity to work as an integral part of the Leighton Investment Services team, where a motivated team member who can be versatile, creative, detail oriented, highly organized, and have strong skills in communication will actively contribute to our team. If you are passionate about creating memorable moments with clients and have the skills required, we invite you to apply for this exciting Communication & Event Coordinator role. See more details on the company website. https://leightonbank.com/about
Job Type: Full-time
Pay: $19.00 - $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
Schedule:
Ability to Relocate:
- Pella, IA 50219: Relocate before starting work (Required)
Work Location: In person