Job Description
Job Description
As the Event Coordinator you have the role of supporting VP of Retail Sales and Advisory Recruiting teams with various projects and tasks related to advisor and Financial Center recruiting.
Monday-Friday 8:00am-5:00pm
$62,000-$68,000/year + Benefits
Responsibilities:
- Event planning and production.
- Assist with training & mentoring new employees on the recruiting team.
- Coordinate prospective Financial Centers/Financial Advisors information form for each call/meeting w/ Partner Dev Rep (PDR).
- Manage all prospective seminars/webinars.
- Manage the RIMS system for Recruiting.
- Prepares meeting/event agendas.
- Coordinate w/ Partner Development Reps on recruit materials.
- Coordinate/host Home Office Visits for recruit’s w/ PDR’s.
- Manage recruit database, Weekly Dashboard Reports.
- Assist in implementation of master recruiting plan for 40+ FC’s Nationwide.
- Help coordinate/manage the relationship - meetings between Marketing, Transitions and Recruiting.
- Strategic Scheduling & Prioritization.
- Vendor Administration.
- Process & Program Development.
- Prospect Strategy Support.
- Technology Training & maintenance.
- Analyze prospecting trends using Salesforce & Redtail.
- On-boarding & transitioning all new Advisors.
- Managing Pipelines and sales calendars/tasks.
- Creates and maintains CRM Sales reports.
- Create sales ideas and content.
- Analyzes advisors Broker Check to determine Compliance viability.
- Attend & maintain agenda for Advisory council meetings.
- Review, present & Process contracts & legal documents for Financial Centers.
Qualifications:
- 2+ years of experience with a financial services firm
- Background as an event planner, recruiter, project manager, office manager or executive assistant
- Familiar with sales processes
- Proficient in MS Office
We offer a generous compensation package that includes an attractive benefits package with medical, dental and vision, 401k company match, discretionary profit sharing, PTO, valet parking and more.
Company DescriptionCrossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields.
We know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply!
Company Description
Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields. \r\n\r\nWe know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply!