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McAdams Group, LLC · 1 day ago

Part-Time Marketing & Event Coordinator

Jacksonville, FL

Part-time

Onsite

New Grad, Entry Level

$75/hr - $75/hr

McAdams Group is a dynamic, client-focused financial advisory firm dedicated to securing financial futures through personalized estate planning, retirement strategies, and wealth management. The Event Coordinator will represent the firm during educational retirement planning workshops, managing logistics and enhancing attendee experience, while ensuring smooth operations at various venues around Jacksonville.

AdviceAsset ManagementFinancial ServicesRetirementWealth Management

Responsibilities

Arrive onsite ahead of schedule to oversee room preparation, ensure materials are organized, and confirm all event logistics are set for a smooth start

Travel to designated workshop venues across the Jacksonville area, arriving early to oversee room preparation, verify technical and material readiness, and ensure all logistics are in place

Serve as the welcoming, professional first point of contact for attendees—managing check-in, answering questions, and setting a positive tone for the event

Support advisors throughout the workshop by coordinating appointment scheduling, distributing materials, and ensuring transitions run seamlessly

Manage post-event procedures, including breakdown, materials organization, and confirming next steps with the advisory team

Create a warm, attentive, and organized environment that reflects McAdams Group’s commitment to exceptional client care

Assist attendees with scheduling consultations and navigating any workshop follow-up actions

Anticipate needs during the event and proactively support both guests and advisors

Send appointment confirmations and reminders to attendees to ensure strong show rates and smooth follow-up

Communicate with advisors to confirm scheduling, attendee updates, and next steps

Upload, organize, and distribute workshop recordings or related assets to the media team as needed

Maintain accurate records of event outcomes, attendee appointments, and logistical notes to support continuous improvement

Represent McAdams Group with professionalism, punctuality, and consistency at all events

Provide feedback and observations to improve workshop flow, attendee experience, and event efficiency

Uphold company values of integrity, gratitude, teamwork, and service in every client interaction

Qualification

Event coordinationOrganizational skillsInterpersonal skillsCommunication skillsProfessional appearanceClient services experienceCRM systemsExperience in hospitalityExperience in financial servicesAttention to detail