Workshop Coordinator

B.O.S.S. Retirement Solutions; Lehi (UT); On-site; USD 30,000 - 45,000; Full time

Job summary

A retirement planning firm in Lehi is seeking a Workshop Coordinator to support educational events along the Wasatch Front. The role involves managing event logistics, preparing materials, and ensuring exceptional experiences for participants. Ideal candidates are organized, outgoing, and committed to providing excellent service, with the ability to lift heavy equipment and manage evening schedules. This full-time position includes approximately eight evening events each month, offering a dynamic and rewarding environment.

Qualifications

• Strong work ethic and a high level of personal accountability.
• Outgoing and friendly personality with exceptional customer service.
• Detail-oriented and organized to manage multiple aspects in events.
• Reliable transportation and consistent evening availability.

Responsibilities

• Make confirmation calls to workshop attendees and answer questions.
• Prepare event materials ensuring accuracy and branding.
• Manage event check-in and warmly welcome attendees.
• Set up and take down all required event equipment.
• Collaborate with marketing and operations teams to improve events.

Skills

Customer service skills

Team collaboration

Organizational skills

Attention to detail

Job description

B.O.S.S. Retirement Solutions is a full-service fiduciary retirement planning firm focused on helping families create secure, confident retirements. We combine personalized strategies with a community-driven approach so clients feel supported at every stage of retirement.

About the Role

The Workshop Coordinator supports our educational retirement workshops held at venues along the Wasatch Front and ongoing tasks to support the marketing team. This role ensures each event is professionally executed, on-brand, and provides an exceptional experience for attendees. The position is ideal for someone who is organized, outgoing, and committed to excellent client service in a team-oriented environment.

Key Responsibilities

• Make confirmation calls to registered workshop attendees to verify attendance and answer basic event questions.
• Prepare event folders and materials in advance, ensuring all handouts and resources are accurate and branded appropriately.
• Manage the event guest list, assist with check-in, and warmly welcome attendees as they arrive.
• Make speaker introductions and cover key housekeeping items with attendees.
• Assist with loading, transporting, and carrying event equipment and supplies; must be able to lift 50+ pounds.
• Set up and take down all event equipment, including speakers, projector, presentation screen, standing banners, AV components, and other materials required by the venue.
• Prep, pack, and restock event materials in the office as needed between events.
• Provide your own reliable transportation to various restaurant and venue locations along the Wasatch Front.
• Attend every assigned event, typically between 4:00 pm and 9:00 pm, approximately eight evenings per month.
• Follow direction from leadership and complete any additional tasks necessary to ensure events run smoothly and reflect the B.O.S.S. Retirement standards.
• Collaborate with the marketing and operations teams to continuously improve event logistics and attendee experience.
• Manage tasks designed to support the marketing team.

Qualifications

• Strong work ethic and a high level of personal accountability.
• Outgoing, friendly personality with a commitment to providing exceptional customer service to all event attendees.
• Ability to function well in a team setting and build positive working relationships.
• Detail-oriented, organized, and able to manage multiple moving parts in a fast-paced event environment.
• Ability to lift, carry, and transport 50+ pounds of equipment and supplies.
• Reliable transportation and consistent evening availability 2–4 nights per month.
• Comfort with following established processes and procedures, while being flexible to adjust as needed.

Schedule: Full-time—Including approximately 8 evenings per month (Tuesday–Thursday), typically 4:00 pm–9:00 pm. In-office attendance required with flexibility due to workshop schedule.