Seminar Coordinator

Job Description

Job Description

Sonoma Financial & Insurance Services is looking for an individual who desires a fast-paced work environment where quick thinking and problem-solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their workload. A seminar coordinator must possess the ability to provide a friendly and hospitable environment to all clientele in the office and at client functions. This job requires working 2-4 evening dinner seminars a month.

Job Responsibilities:

· Welcoming current and prospective clients for their scheduled appointments

· Answering and routing telephone calls, and assisting caller's needs

· Preparing office materials accurately, including but not limited to: making copies, printing, labeling, and organizing

· Managing supervisor's calendars and appointments

· Coordinating and implementing projects with responsibilities that include, but are not limited to: public relations, special events management, and mass mailings

· Planning and organizing dinner presentations and all necessary resources

· Tracking product sales and costs by analyzing and entering sales, expense, and new business data

· Preparing reports by collecting, analyzing, and summarizing sales data

· Managing deadlines and projects, including but not limited to, client events and seminars

· Scheduling new clients and following up with prospective/potential clients

· Contributing to office goals by accomplishing tasks and maintaining a team mentality

· Using multiple computer applications simultaneously to complete tasks

· Imputing and formatting data and uploading corresponding documents into company database

· Maintaining files and handling correspondence

· Assisting with new business applications and policy deliveries

· Ensuring office supplies and conference room are neat, stocked, and ready for each day

Job Requirements:

· Proven work experience in an office setting

· Preferably a college degree

· Proficient in Microsoft office (Word, Excel, and Outlook)

· Excellent written and verbal communication skills

· Maintain a high level of professionalism (behavior and appearance)

· High school diploma

Skills Required:

· Critical thinking and problem solving

· Phone Etiquette and discretion

· Self-motivated and organized

· Time management and multi-tasking

· Public relations and public speaking

Salary Dependent Upon Experience