McAdams Tax Advisory Group is seeking a proactive Marketing & Events Coordinator to lead and support educational retirement planning workshops and client engagement initiatives in the Tampa metropolitan area. This part-time role blends event planning, appointment setting, prospect engagement, and marketing support to ensure strong attendance and the generation of client opportunities on-site across Tampa.
Responsibilities
- Develop and maintain a marketing and event calendar in advance to support educational workshops and community outreach initiatives.
- Coordinate workshop logistics, venue scheduling, promotional activities, advertising, and event preparation.
- Assist with marketing initiatives including community outreach, digital campaigns, media coordination, website updates, and promotional materials.
- Identify and cultivate relationships with community organizations, businesses, and networking groups to expand workshop opportunities and attendance.
- Coordinate event materials and ensure all resources are prepared prior to each workshop.
- Travel to designated workshop venues across the Tampa 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 by managing registration, answering questions, and creating a positive event experience.
- Support advisors throughout each workshop by coordinating appointment scheduling, distributing materials, and ensuring seamless event flow.
- Manage post-event breakdown, organize materials, and communicate event outcomes with the advisory team.
- Utilize approved appointment-setting scripts to contact prospective clients and schedule consultations for financial advisors.
- Conduct outbound calls to invite prospects to educational workshops and other firm-sponsored events.
- Perform service and follow-up calls including appointment confirmations, reminder calls, referral requests, and rescheduling when necessary.
- Build and maintain relationships with prospective clients through consistent outreach and professional communication.
- Execute post-event follow-up campaigns, including attendee outreach, drip campaigns, and consultation scheduling.
- Ensure advisors' calendars remain scheduled at least two weeks in advance through proactive appointment management.
- Deliver exceptional client service by creating a welcoming, professional, and organized experience before, during, and after events.
- Assist attendees with scheduling consultations and answering questions regarding workshop follow-up.
- Build rapport with clients, prospects, and community partners while representing McAdams Group with professionalism and integrity.
- Anticipate client and advisor needs, providing proactive support to ensure a seamless experience.
- Maintain accurate records of event attendance, appointments, prospect activity, referrals, and marketing metrics.
- Prepare reports on appointment-setting performance, workshop outcomes, and marketing effectiveness.
- Coordinate advisor schedules, appointment confirmations, and ongoing calendar management.
- Upload, organize, and distribute workshop recordings and related assets to internal teams as needed.
- Recommend process improvements to enhance marketing effectiveness, event operations, and attendee experience.
- Uphold company values of integrity, gratitude, teamwork, and exceptional service in every interaction.
Requirements
- Excellent verbal and written communication skills.
- Strong interpersonal skills with the ability to build relationships and engage prospective clients confidently.
- Professional appearance and demeanor.
- Highly organized with exceptional attention to detail and time management.
- Strong multitasking and project coordination abilities.
- Comfortable making outbound calls and scheduling appointments.
- Ability to work onsite in Tampa, FL, including evening workshop events.
- Proficiency with Microsoft Office and standard business software.
- Ability to maintain confidentiality and represent the firm professionally.
Technologies
About McAdams Group
McAdams Group is a dynamic, client-focused financial advisory firm dedicated to securing financial futures through personalized estate planning, retirement strategies, and wealth management. Our mission is to help every client gain clarity, confidence, and peace of mind in their financial journey. We pride ourselves on integrity, gratitude, teamwork, and an unrelenting thirst for knowledge—values that guide both our client experience and our internal culture. If you're driven by purpose, energized by building meaningful relationships, and inspired by organizations that truly change lives, McAdams Group is a place where your work will matter.
Compensation
Pay: USD 25.00 - 40.00 per hour
Experience
- Event marketing: 2 years (Preferred)
- Event Coordination: 1 year (Preferred)
Location
Tampa, FL 33610 (Preferred) - Onsite
Work Location
In person
