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Receptionist & Event Coordinator
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THE VERMONT AGENCY
Colchester, VT (In Person)
$56,857 Salary, Full-Time
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Job Description
Overview We are seeking an energetic, organized, and client-focused professional to join our growing financial planning firm as an Event Coordinator & Front Desk Receptionist. This unique role combines event planning with front office administration and customer service. The ideal candidate enjoys building relationships, managing multiple priorities, and creating exceptional experiences for both clients and guests. You will serve as the first point of contact for clients while also coordinating agency events that support the firm's growth and advisor engagement efforts. Key Responsibilities Event Coordination Plan, coordinate, and execute agency meetings, incentive trips, holiday parties, charity golf tournaments etc. Work closely with advisors and leadership to develop event objectives, timelines, budgets, and marketing strategies. Coordinate all event logistics, including venue selection, catering, entertainment, audiovisual needs, décor, and vendor management. Negotiate contracts and maintain relationships with vendors, venues, and service providers. Manage event budgets and ensure cost-effective execution while maintaining a high-quality client experience. Oversee event setup, execution, and post-event follow-up. Track event attendance, gather feedback, and assist with reporting and future event planning. Identify opportunities to enhance client experiences and increase event participation. Front Desk & Client Service Serve as the first point of contact for clients, visitors, and business partners, creating a welcoming and professional environment. Answer and direct incoming phone calls, emails, and client inquiries. Schedule appointments and maintain advisor calendars. Assist with client onboarding and preparation of meeting materials. Maintain client records and ensure accurate documentation within company systems. Manage incoming and outgoing mail, office supplies, and general office organization. Support advisors and operations staff with administrative tasks and special projects. Coordinate conference room scheduling and meeting logistics. Assist with client communications, event invitations, RSVP tracking, and follow-up correspondence. Qualifications Previous experience in event planning, hospitality, customer service, reception, office administration, or financial services is preferred. Exceptional interpersonal and communication skills with a professional and friendly demeanor. Strong organizational and time-management skills with the ability to manage multiple projects simultaneously. Proficiency with Microsoft Office Suite and general office technology. Experience coordinating events, managing vendors, and overseeing budgets is highly desirable. Ability to work independently while collaborating effectively with team members. Strong attention to detail and commitment to delivering outstanding client service. Experience in a financial planning, insurance, banking, or professional services environment is a plus. What We're Looking For The ideal candidate is a proactive self-starter who thrives in a client-facing environment. You are highly organized, dependable, and passionate about creating memorable experiences while delivering exceptional service. Whether greeting clients at the front desk or coordinating a successful event, you take pride in representing the firm with professionalism and enthusiasm. Join our team and help us create meaningful client experiences while supporting the day-to-day operations of a growing financial planning practice.