About Us:

We are a high-functioning, independently owned financial planning and independent investment advisory firm serving clients throughout the Kentuckiana areas.
We offer concierge-level service to wonderful individuals and families, often during times of major life-changes. Our job is to help to educate the communities that we serve about sound financial planning practices. We do this with a mix of public and private client events. Our events range in scale from smaller events of less than 20 people to larger events with more than 100 people.

Additionally, we create digital content so that we can share this important information with those who are unable to attend our events but would still like to learn valuable information and have us as their point of contact for questions concerning their finances.

 

Event Planner Job Description:

Your primary duties include basic administrative tasks and communication with clients, vendors, team members and top producers. You will be the person responsible for booking events, creating invitations and invite lists, compiling all collateral necessary for events and you will be the main on-site point person for ensuring events flow smoothly.

Post-event, you will track all event data accurately and update our data ledgers with the results. You will present the compiled data to our team regularly, so your spreadsheets will need to be up to date, accurate and backed up in all required places. Because we have multiple events each month in different locations, all of the content and data will need to be kept in an organized fashion, according to the event management systems.

As a client-facing team member, you will initiate invitations to the public, our clients and their guests and then receive RSVPs for multiple events at multiple venues. You will need to be friendly and welcoming at all times and never show the “underbelly” of the event planning to our guests.

As a vendor-facing team member, you will need to be timely, courteous, helpful, organized and you will need to keep accurate records. We consider our vendors an extension of our team and therefore want to help them create an excellent experience for our guests. Additionally, your records will be requested frequently for audit and they need to be kept in good order, accessible and accurate.

You will also cross-train and provide support for our Client Relations Desk Representatives, helping them to initiate paperwork for clients per their requests, help process forms, communicate with the client throughout the process and keep accurate records. Additional responsibilities could include performing file audits.

Opportunity for growth is available and attainable by cross-training to other positions/responsibilities, if the need arises, a proficiency is evident and you are motivated to grow.

 

Event Planner Job Responsibilities:

• Basic administrative tasks
• Event planning, event execution & post-event analyses
• Invitation design
• Internal and public mailer production
• Event RSVP management
• Marketing in the community
• Accurate data report & statement processing
• File management
• File audits
• Database updates/management
• Writing, proofreading
• Website updates

 

Preferred Work Experience:

Event Planning, Service & Hospitality, Sales, Appointment Setting/Calendar Management, Data Entry & Tracking

 

Event Planner Job Requirements:

Essential

• Proficiency with Microsoft Office, with a focus on Excel
• Knowledge of PC and Apple products
• Detail-oriented
• Organized
• Self-Motivated
• Not easily distracted
• Good personality/presence (in person, on phone, in written communication)
• Excellent file management, (per internal system and compliance standards)
• Accurate calendar maintenance
• Adherence to compliance standards
• Ability to talk with clients and vendors/Affiliations
• Data tracking
• Availability at daytime and evening events several times per month
• Personable; enjoying the company of others, Contributing to the community in fun, meaningful ways
• Compassion
• Communication & listening skills

Desirable

• Certified Meeting Planner (CMP)
• Event planning experience
• Beautiful handwriting
• Loves doing paperwork
• Experience with aging adults
• IT proficient and accepting of new technologies
• Service experience (i.e.- server, bartender, host)

Apply if you have the following experience:

Event planning, service/hospitality industry, sales, schedule/calendar management, finance, insurance, bank teller

About Us:

We are a high-functioning, independently owned financial planning and investment advisory firm serving clients throughout the Kentuckiana areas.

We offer concierge-level service to wonderful individuals and families, often during times of major life changes. Our job is to help administrate their wishes and to be their point of contact for questions concerning their finances.

 

Client Relations Desk Job Description:

Primary duties for this position include basic administrative tasks, while in communication with clients, vendors, team members, and top producers. The Client Relations Desk Representative is the direct administrative support for our top producer. As a client-facing team member, the Client Relations Desk Representative will initiate paperwork for clients per their requests, help process the forms, communicate with the client throughout the process, and keep accurate records.

Opportunity for growth is available and attainable by cross-training to other positions or responsibilities if the need arises or if a proficiency is evident and you are motivated to grow.

 

Client Relations Desk Job Responsibilities:

• Basic Administrative Tasks
• Calendar Appointment Management
• Accurate Data Report & Statement Processing
• File Management
• File Audits
• Database Updates/Management
• Writing, Proof-Reading

You will cross-train and provide support for the following duties:

• Internal and Public Mailer Production
• Marketing in the Community
• Event Planning, Event Execution & Post Event Analyses

 

Client Relations Desk Job Requirements:

Essential

• Proficiency in Microsoft Office, with a focus on Excel
• Detail oriented
• Organized
• Not easily distracted
• Welcoming demeanor/presence (in person, on the phone, in written communication)
• Excellent file management, (per internal system and compliance standards)
• Accurate calendar maintenance
• Adherence to compliance standards
• Ability to talk with clients and vendors/affiliations as a representative of the company
• Data tracking
• Attendance is 9am-5pm Monday-Friday, but we enjoy a flexible schedule (position does include several evening events per month)
• Personable; enjoys the company of others, contributes to the community in fun, meaningful ways
• Compassion
• Communication & listening skills

Desirable

• Loves doing paperwork
• Self-motivated
• Beautiful handwriting
• Event planning experience
• Experience with aging adults
• IT Proficient, accepting of new technologies
• Bartender, sommelier, service experience

 

Apply if you have the following experience:

Finance, Insurance, Bank Teller, Paralegal, Event Planning, Service/Hospitality Industry, Schedule/Calendar Management

About Us:

We are a high-functioning, independently owned financial planning and investment advisory firm serving clients throughout the Kentuckiana areas.

We offer concierge-level service to wonderful individuals and families, often during times of major life changes. Our job is to help administrate their wishes and to be their point of contact for questions concerning their finances.

 

Operations Assistant Job Description:

Primary duties for this part-time position include basic administrative tasks, while in communication with team members, vendors and with clients. The IA Operations Assistant is intended as a direct administrative support for our Client Relations Desk (CRD) and our Event Planning Desk (EPD), as well as our Marketing Team.

As an administrative team member, you will be requested to help administrate paperwork from the CRD  representatives and the EPD representatives.  You will provide assistance for paperwork processing and documentation.  This includes thorough processing of paperwork on behalf of our clients requests when assisting the CRD and EPD, communication with the team throughout the process, and keeping accurate records, available upon request.  Additionally, you will help provide support for our internal mailers, so that they can be processed and fulfilled within their mailing deadlines, according to our high level of standards and efficiency.

Opportunity for growth is available and attainable by cross-training to other positions or responsibilities if the need arises or if a proficiency is evident and you are motivated to grow.

This position is part-time (20-30 hours per week).

Operations Assistant Job Responsibilities:

• Basic administrative tasks, upon request (primarily including faxing, emailing, printing and filing)
• Calendar appointment management
• Accurate data report & statement processing
• File management
• File audits
• Database updates/management
• Writing, proofreading
• Printing and processing internal mailers

 

You will cross-train and provide support for the following duties:

• Internal and public mailer production
• Marketing in the Community
• Event planning, event execution & post event analyses
• Proofreading/publishing support for our creative team

 

Operations Assistant Job Requirements:

Essential

• Proficiency in Microsoft Office, with a focus on Word, Excel and Apple Products (iPad, iPhone). New technologies are likely to be introduced.
• Detail oriented
• Organized
• Not easily distracted
• Welcoming demeanor/presence (in person, on the phone, in written communication)
• Excellent file management, (per internal system and compliance standards)
• Accurate calendar maintenance
• Adherence to compliance standards
• Ability to talk with clients and vendors/affiliations as a representative of the company
• Data tracking
• Attendance varies, but the 20-30 hours per week is often generalized to be between the hours of 9am-5pm Monday-Friday.  We enjoy a flexible schedule that allows for personal time during many holiday times, however our available position does include several evening events per month, which you can earn additional compensation for attending.  We are usually done by 9:30 pm after events.
• Personable; enjoys the company of others, contributes to the community in fun, meaningful ways
• Compassion
• Communication & listening skills

Desirable

• Loves doing paperwork
• Self-motivated
• Loyalty
• Beautiful handwriting
• Event planning experience
• Experience with aging adults
• IT Proficient, accepting of new technologies
• Bartender, sommelier, service experience

 

Apply if you have the following experience:

Finance, Insurance, Bank Teller, Event Planning, Service/Hospitality Industry, Schedule/Calendar Management