Job Summary
Mitchell Financial Group is seeking a friendly, organized, and energetic Client Event and Office Coordinator to join our staff. We're looking for someone who thrives in a fast-paced environment, enjoys connecting with people, and takes pride in creating exceptional experiences for our clients from their very first interaction.
The ideal applicant is an outstanding communicator with a warm, personable demeanor who genuinely enjoys helping others. You'll be the welcoming face and voice of our office while coordinating client events and supporting daily operations. If you're someone who can think on your feet, stay organized under pressure, and nurture positive relationships with clients and co-workers alike, we'd love to meet you.
Please note: This position requires attendance at approximately 20-25 evening dinner seminar and client events per year.
Job Responsibilities:
- Plan, coordinate, and execute client seminars and special events from start to finish
- Create and organize marketing materials for seminars and client events
- Schedule appointments for new clients and follow up with prospective clients in a professional and friendly manner
- Serve as the first point of contact by greeting clients, answering phones, and ensuring every visitor receives exceptional customer service
- Manage supervisor’s calendar and appointments efficiently
- Track sales, expenses, and new business activity using Microsoft Excel
- Enter, organize, and maintain accurate client information and documents within the company database
- Prepare office materials, including copying, printing, labeling, and organizing documents
- Maintain a clean, organized, and welcoming office, ensuring conference rooms and common areas are fully stocked and ready each day
- Assist with additional administrative and client service responsibilities as needed
Job Requirements:
- 2 years of proven work experience in an office, administrative, hospitality or fast-paced customer service environment
- Proficient in Microsoft office (Word, Excel, PowerPoint and Outlook)
- Excellent written and verbal communication skills
- Maintain a high level of professionalism (demeanor and appearance)
- High school diploma
Skills Required:
- Critical thinking and problem solving
- Detailed spreadsheet management
- Phone Etiquette and discretion
- Self-motivated and organized
- Time management and multi-tasking
- Public relations
Salary Dependent Upon Experience
Benefits
This job offers 50% paid health insurance after 60 days of employment. We do offer a company 401K and will match up to 4%. Eligible after 6 months of employment.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Experience:
- Office: 1 year (Required)
- Customer service: 1 year (Required)
Work Location: In person
