Events & Marketing Coordinator

The Events & Marketing Coordinator role at Comprehensive Financial Consultants focuses on planning and executing client, prospect, and company events. The position combines event operations, marketing support, and graphic design to help ensure attendees receive clear information and a welcoming experience from start to finish.

Core Responsibilities

• Maintain and manage the event calendar for client events, prospect events, and company events.
• Coordinate educational events, appreciation events, open houses, team gatherings, and other firm activities.
• Research, select, and reserve venues, and coordinate catering, printing, supplies, and other vendors.
• Create event timelines, checklists, budgets, and staffing plans.
• Coordinate mailing lists, determine print quantities, manage mail drops, and meet promotional deadlines.
• Keep staff informed of assignments, schedules, and event requirements.
• Manage registration workflows, including forms, attendee lists, confirmations, reminders, and event updates.
• Answer attendee questions and provide directions and logistical information.
• Coordinate appointment requests and scheduling handoffs with the office team.
• Maintain accurate contact records and communication preferences.
• Independently design invitations, flyers, signage, agendas, presentation materials, and other event communications in line with CFC brand standards.
• Prepare print and digital-ready files for professional printing and digital distribution.
• Adapt approved templates for different events and office locations.
• Coordinate compliance review of event materials through CFC’s compliance process.
• Schedule approved emails and social content, and maintain website event listings.
• Coordinate room setup, materials, signage, refreshments, and audiovisual needs.
• Manage check-in, hospitality, appointment requests, and overall event flow.
• Direct vendor and staff logistics, monitor details on event days, and resolve issues as they arise.
• Coordinate setup, cleanup, and supply inventory.
• Record attendance, cancellations, no-shows, and appointment requests in CFC’s CRM, and coordinate follow-up assignments with the appropriate staff.
• Track event costs, registrations, attendance, appointments, and improvement opportunities.
• Support video recording sessions, including equipment setup and capturing event footage.
• Learn basic video editing and routine marketing platform tasks as needed.
• Provide backup coverage for approved email campaigns, social publishing, and basic website updates.
• Learn to monitor and pause advertising campaigns and apply approved updates when required.
• Document event procedures and maintain accessible vendor records and materials.

Required Qualifications

• Experience coordinating events from planning through execution and follow-up.
• Graphic design experience, including examples of materials personally created.
• Proficiency with Canva, Adobe Creative Suite, or comparable design tools.
• Strong organization skills, attention to detail, and effective deadline management.
• Warm, professional written and verbal communication.
• Experience coordinating vendors, budgets, and multiple assignments.
• Comfort using registration systems, spreadsheets, databases, and email platforms.
• Ability to take ownership, anticipate needs, and work independently while keeping the team informed.

Technologies

• Canva
• Adobe Creative Suite
• CRM

Benefits

• 401(k) matching
• Paid time off

Schedule and Location

• Full-time, in-person role based at CFC’s Cicero, Indiana office.
• Scheduled evening events and occasional weekend events are required; the work schedule is coordinated around the event calendar.
• Occasional travel to Avon and other event locations may be required.

Compensation

$50,000–$70,000 per year, based on experience.