Client Events & Experience Lead - Retirement Workshops

Retirement Wealth Design, LLC

Chesterfield (MO)

On-site

USD 50,000 - 55,000

Full time

14 days+
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Benefits offered by this job

70% employer-paid medical, dental, and healthcare benefits
6% company 401(k) match
Paid vacation
9 paid holidays annually
Advancement opportunities

Job summary

Retirement Wealth Design, LLC in Chesterfield, Missouri is seeking a Client Events & Experience Coordinator to coordinate educational retirement workshops and enhance the client experience. The role involves multitasking, event organization, and ensuring smooth operations during client encounters.

The ideal candidate should have a hospitality or event coordination background, strong organizational skills, and a friendly demeanor. Compensation includes an annual salary of approximately $50,000 - $55,000, along with performance bonuses and excellent healthcare benefits.

Qualifications

  • Hospitality, event coordination, or administrative support background preferred.
  • Ability to juggle multiple responsibilities in a fast-paced environment.
  • Dependable and positive team player.

Responsibilities

  • Schedule and coordinate retirement workshops and events.
  • Assist with appointment scheduling and office calls.
  • Manage CRM data entry and client communications.

Skills

Strong organizational ability
Friendly communication skills
Detail-oriented
Tech-comfortable
Multitasking ability

Job description

Retirement Wealth Design, LLC in Chesterfield, Missouri is seeking a Client Events & Experience Coordinator to coordinate educational retirement workshops and enhance the client experience. The role involves multitasking, event organization, and ensuring smooth operations during client encounters.

The ideal candidate should have a hospitality or event coordination background, strong organizational skills, and a friendly demeanor. Compensation includes an annual salary of approximately $50,000 - $55,000, along with performance bonuses and excellent healthcare benefits.

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