Client Support & Seminar Event Coordinator

Join Our Team as a Client Support & Seminar Event Coordinator!

Are you a proactive and organized individual with a passion for providing exceptional customer support? Do you excel at follow-up and aren't afraid of making outbound calls to prospective clients? If so, Vista Finance Group wants you on our team! This is a hybrid position.

About Us: At Vista Finance Group, we empower individuals to plan for their retirement through our informative in-person seminars. To support this mission, we are seeking a dedicated Client Support and Seminar Event Coordinator to ensure our events run smoothly and our clients receive exceptional service.

Your Responsibilities:

• Seminar Scheduling: Identify and schedule new venues for seminar events.
• Attendance Management: Manage the attendance roster for each seminar event. Ensure participants receive event details and confirm their attendance.
• Event Hosting: Attend seminars twice a month from 6:00 – 7:30 pm to greet attendees, ensure smooth operations, and assist with scheduling post-event office appointments.
• Exceptional Support: Address participants' queries before, during, and after events via email, text, and phone.
• Social Media Engagement: Engage professionally with inquiries and comments on our social media platforms.
• Post-Event Follow-Up: Gather feedback, resolve lingering questions, and guarantee a positive experience for all attendees.
• Appointment Scheduling: Assist attendees in scheduling post-event office appointments.
• Drip Campaigns: Assist in running campaigns targeting our existing client database and seminar attendees who haven't yet scheduled an office appointment.
• Precise Data Management: Maintain accurate records of participants, attendance data, and event-related documentation.

What We're Looking For:

• Customer-Centric Experience: Previous experience in administrative support or customer service roles is a plus.
• Persistent Follow-Up: Must be highly motivated, enjoying the satisfaction of assisting prospective clients in scheduling retirement planning office appointments.
• Communication Expertise: Excellent written and verbal communication skills are essential.
• Organizational Mastery: Strong organizational skills and attention to detail.
• Tech-Savviness: Proficiency in Microsoft Office Suite and CRM Software is required. Experience with Go High-Level software is a plus.

Why Join Us?

• Dynamic Environment: Be an integral part of a thriving firm in the financial industry.
• Hybrid Flexibility: Enjoy the flexibility of a hybrid position.

If you are a highly organized individual with tenacious follow-up skills and a passion for client support, we want to hear from you! Join Vista Finance Group and contribute to the success of our empowering seminars. Apply now and start making a difference today!