Responsibilities

• Develop and maintain a marketing and event calendar in advance to support educational workshops and community outreach initiatives.
• Coordinate workshop logistics, venue scheduling, promotional activities, advertising, and event preparation.
• Assist with marketing initiatives including community outreach, digital campaigns, media coordination, website updates, and promotional materials.
• Identify and cultivate relationships with community organizations, businesses, and networking groups to expand workshop opportunities and attendance.
• Coordinate event materials and ensure all resources are prepared prior to each workshop.
• Travel to designated workshop venues across the Tampa area, arriving early to oversee room preparation, verify technical and material readiness, and ensure all logistics are in place.
• Serve as the welcoming, professional first point of contact for attendees by managing registration, answering questions, and creating a positive event experience.
• Support advisors throughout each workshop by coordinating appointment scheduling, distributing materials, and ensuring seamless event flow.
• Manage post-event breakdown, organize materials, and communicate event outcomes with the advisory team.
• Utilize approved appointment-setting scripts to contact prospective clients and schedule consultations for financial advisors.

Requirements

• Excellent verbal and written communication skills.
• Strong interpersonal skills with the ability to build relationships and engage prospective clients confidently.
• Professional appearance and demeanor.
• Highly organized with exceptional attention to detail and time management.
• Strong multitasking and project coordination abilities.
• Comfortable making outbound calls and scheduling appointments.
• Ability to work onsite in Tampa, FL, including evening workshop events.
• Proficiency with Microsoft Office and standard business software.
• Ability to maintain confidentiality and represent the firm professionally.

Preferred

• Experience in event coordination, marketing, appointment setting, client services, hospitality, or administrative support.
• Experience with CRM platforms and appointment scheduling systems.
• Knowledge of marketing campaigns, community outreach, or event promotion.
• Prior experience in financial services, educational workshops, or professional services environments.
• Experience tracking marketing metrics and reporting performance indicators.