Event Coordinator

Leading Financial Advisory Firm

Event Coordinator

The Woodlands, TX
Full Time
  • Responsibilities

    Avion Wealth is a boutique wealth management firm located in The Woodlands, Texas. Avion is a growth-oriented firm, consistently averaging about 25% annual growth. As a company that caters to affluent clients, we help them achieve their financial goals through investment consulting, advanced planning, and expert relationship management. Our systematic processes allow us to integrate all elements of this comprehensive strategy and provide the highest quality of service to our valued clients.

    For more information about our firm, please visit our company website: www.avionwealth.com

    We are seeking an Event Coordinator to join our team.

    Job Requirements:

    • Excellent communication, time-management, and organizational skills
    • Proficiency with Microsoft Office
    • Familiarity with our systems is a BIG PLUS: Constant Contact and Canva
    • Attention to detail
    • Team and logistics management

    Job Responsibilities:

    • Plan event details from inception to execution for events in the 10-50 attendee range including invitations, travel arrangements for our partners, presentation materials, venue booking, and follow-up

    • Manage event budget and track incurred costs

    • Troubleshoot issues as they arise related to events

    • Manage our regular dispersion of marketing materials created by our partners

    • Manage outside vendors

    • Track and report on upcoming events

    • Track and report on digital marketing efforts

    • Independently research vendors and make decisions within the outline of the events

    • NO business development requirement

    • We are a small team, so everyone wears multiple hats

    Salary and benefits:

    The salary range for this position will be $45,000-$50,000 based on experience. We offer benefits of health insurance (firm pays 80% for employee), 401K, profit share, short term disability, and bonus. Bonus is based on meeting internal goals and can be up to 10% of salary.

    Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. A background and credit check will be required.

    We are an Equal Opportunity Employer.