Wealth Counsel
  • Portland, OR, USA
  • Full Time

WealthCounsel serves thousands of estate planning attorneys and business planning attorneys located in all 50 states. The culture at WealthCounsel is defined by a single word, Excellence: in the people we hire, the products, education and services we deliver, and the support we provide to our customers.

WealthCounsel values honesty, integrity, creativity, open communication, and a healthy work/life balance. We continue to grow because we deliver on our promises and because we empower our employees to be proactive problem solvers who strive for excellence.

Events Coordinator

The Events Coordinator is responsible for coordinating and providing organizational and operational support in the development and execution of trade show and live event projects. This individual will assume ownership of each trade show and will be working with vendors, business sponsors, and sales team members. The Coordinator contributes to strategy, logistics, creative, budget development, revenue growth opportunities, driving brand awareness and lead generation. We're looking for an individual who can contribute both with ideas and getting projects successfully completed.

Responsibilities include:

-Trade show coordination: Program scheduling, execution, logistics and inventory management, communications liaison, administrative upkeep, event updates, post-event survey.

-Meets financial objectives: By forecasting requirements; tracking expenditures; analyzing variances; initiating corrective actions and providing ROI evaluations.

-Engagement: Collaborate with stakeholders, promotion of events and coordination of marketing materials and support, assist with scheduling weekly meetings and meeting recaps with internal company groups. Develop vendor relationships.

-Project management: Setting and developing timelines, task lists, and divisions of duties.

-Event Reports: Maintain on a monthly/weekly/daily basis, as progress and commitments are made.

-Updates job knowledge: By participating in educational opportunities

-Enhances department and organization reputation: By accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

- Web Landing Pages: Collaborate with the creative team to build and then maintain event landing pages and registration forms.

Additional Skills:

-Problem-solving and management through stressful situations

-Project management, timelines, and task management

-Registration and communications best practices (experience with event registration platforms)

-Vendor sourcing and management

-Understanding social media in event settings

- Time commitment full time; light travel, long days and some weekends are expected.

Qualifications for this position:

-Minimum two years of recent event-related experience.

-Prefer a marketing oriented background. Administrative skills are essential, including excellent organization, planning, and project management abilities.

-Strong computer skills, including Word, Excel, and PowerPoint. Slack, the experience is required. Experience with an event management platform and Salesforce is a big plus.

-Excellent communication skills, with a special focus on writing skills and the ability to proofread large documents.

-Exceptional time management and the ability to work effectively with minimal daily supervision in a virtual work environment. A commitment to meeting deadlines is essential.

-We're looking for someone who can work independently while contributing to our marketing team in an active and visible manner


We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary, an extensive benefits package including paid time off, medical, dental and vision benefits, 401K with matching, gym and home internet reimbursement, and future growth opportunities within the company.

Additionally, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

**Virtual Employment opportunities are open for hire in any state except Alaska, California and Hawaii

Wealth Counsel
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