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Administrative Office Coordinator

Company: Ideal Retirement Solutions
Location: Port Charlotte
Posted on: March 1, 2025

Job Description:

Ideal Retirement Solutions is seeking a highly motivated Office & Events Coordinator to join our team and play a key role in the continued growth of our firm and executing unforgettable client events. You will wear many hats, from managing event logistics to welcoming guests to our office, ensuring a seamless experience for both internal and external audiences.This role is required in person primarily at our Port Charlotte headquarters. Events will be held in venues throughout SWFL. You must be local and willing to be onsite to be considered for this opportunity.Compensation:$40,000 - $50,000 yearlyResponsibilities:Events:Plan, coordinate, and execute client events (workshops, seminars, client events) to build relationships and promote our servicesManage event logistics, including venue selection, budgeting, vendor coordination, and attendee registrationSet up and break down event equipmentDevelop engaging event content and presentationsOversee event execution and ensure a smooth and successful experience for all attendeesTrack and analyze marketing data to measure campaign effectiveness and ROIOther Duties:Prepare office for prospect and client meetingsMaintain cleanliness and stock of office suppliesAssist with the creation of marketing collateral (brochures, presentations, etc.)Maintain strong relationships with vendors and partnersStay up-to-date on industry trends and best practices in marketing and financial servicesQualifications:Experience in Marketing, Communications, or a related field (preferred)Experience in Data Entry and/or CRM managementExperience in Customer ServiceExcellent written and verbal communication skillsHighly organized and detail-oriented with the ability to manage multiple tasks simultaneouslyAbout CompanyAt Ideal Retirement Solutions we build retirement plans that are our Client's Ideal Solutions! Come join one of the Charlotte Harbor area's fastest-growing and exciting independent retirement planning firms. We are driven by the aspirations of our clients. If you are a motivated individual that is energized by service to others then we have an exciting opportunity for you!
#WHGEN2Compensation details: 40000-50000 Yearly SalaryPI08b682c20581-25660-36855493

Keywords: Ideal Retirement Solutions, Port Charlotte , Administrative Office Coordinator, Administration, Clerical , Port Charlotte, Florida

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