Marketing Event Coordinator

About Sound Planning Group

SPG is more than just a financial services firm—we’re a dynamic team of innovators dedicated to transforming the retirement planning experience. Nestled in the vibrant Totem Lake area of Kirkland, our firm specializes in guiding clients through retirement with clarity and confidence. SPG culture is built on unreasonable hospitality, collaboration, adaptability, and critical thinking, with each team member playing a vital role in solving complex challenges. The challenge that excites us the most is creating experiences for our employees and clients that demonstrate the power of giving people more than they expect. We want the experiences that our team provides to be one size fits one. We pride ourselves on being a close-knit team of sharp thinkers who embrace fresh ideas, value collaboration, and foster an environment where every voice matters. Our clients are as unique as their dreams, but they all share a common goal: partnering with a trusted team that puts their well-being above all else. Join SPG, where innovative thinking meets genuine care, and help us make a lasting impact—one retirement at a time. Click here to see our team!

About the Role

We’re looking for an individual who is a warm and friendly person, with a genuine interest in those around them. They are a thoughtful and effective communicator, aware of others’ needs and concerns, and capable of motivating or supporting people accordingly.

The Events Coordinator position requires focused energy, attention to detail, good communication skills, and the ability to lead conversations and guide decision-making, all while providing world-class customer service. This role also requires the ability to coordinate several moving parts before and during live education events. Core office hours are 9:00 am to 5:30 pm Mon-Fri, with flexible start/end times for this role. Approximately 24 weeks of the year, this role will work Tuesday evenings and Saturday mornings, in exchange for, or in addition to, standard weekly core operating hours, depending on the demand of the workload of a given week. This role requires dependable transportation, a valid Washington State driver's license, and proof of insurance. 

Key Responsibilities

• Organize, coordinate, and execute events from start to finish
  
  
  
  • Logistics and planning
  
  
  • Coordinate with vendors and venues
  
  
  • Attend events and workshops
  
  
  • Post-event evaluation
  
  
  • Inbound registration calls, track and manage RSVPs
  
  
  • Track event-related expenses in the CRM
  
  
  
  


• Source and purchase event materials and manage inventory
  
  
  
  • Accuracy in bookkeeping and tracking
  
  
  • Adequate lead time for purchasing
  
  
  
  


• Update and maintain prospect records with accurate data
  
  
  
  • Run reports routinely for quality assurance
  
  
  
  


• Client Experience: Lead 100 Days Campaign & client gifts


• Administrative duties related to events and tasks in support of the Communications department


• Back-up Milestone Educators phone & Inbox (case-by-case)

Qualifications

• 1+ years in event planning or related experience


• A critical thinker who loves figuring out solutions when they aren’t immediately obvious.


• Strongly skilled in organization, problem-solving, and customer service, while being committed to excellence


• Strong attention to detail


• Skilled in time management


• Relational: Excellent, enthusiastic, and professional attitude


• Professional and punctual - Able to dress and behave in a manner congruent with the financial industry.


• Must have strong verbal and written communication skills


• Can comfortably lift 15-20 pounds of event material


• Software proficiency in
  Microsoft Office, typing, calendar scheduling, phone systems, and copy/fax machines. Salesforce and Google Workplace are a plus.


• Have a strong work ethic and are eager to learn and create new opportunities with prospective clients


• Discreet - Protective of client and employee personal information.


• An Awesome Human Being - You’re positive and upbeat, kind and friendly, with a humble attitude

Compensation

• Salary: $50,000 - $56,000, BOE. Non-Exempt, Full Time

Benefits

• Vacation: 3 weeks/1st year (4 weeks thereafter); rollover or cash out up to 40 hours per year of your balance upon your anniversary hire date! 


• Insurance: 100% Employee coverage for medical, dental, vision, life, ADD&D, LTD


• 401K: 4% match with 5% contribution