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Event Planner

2 months ago

los angeles, United States Dexian Full time

Key Responsibilities

  • Set guidelines and establish service protocols to enhance client experience; anticipate and address guests’ needs.
  • Oversee day to day client meetings and manage small banker-led events as appropriate.
  • Develop and maintain relationship with catering vendor and building management.
  • Administrative tasks including invoice processing, scheduling maintenance, ordering supplies and equipment, and additional tasks as needed.
  • Maintain Client Center supplies inventory, ensuring all necessary items are in stock and well organized.
  • Ensure adherence to quality expectations and standards of the Client Center and the firm.
  • Manage Client Center expenses to ensure all operations are within budget.
  • Connect with hosts regularly to obtain feedback on product quality and services.
  • Assist in surveying client experience annually and proposing solutions based on feedback.
  • Assist manager and Private Bank team on administrative tasks and special projects as needed.


Skills required:

  • A minimum of 3-5 years of experience event planning or hospitality management experience.
  • Experience in the hospitality, service, and/or catering industry recommended.
  • Excellent oral and written communications skills.
  • Ability to prioritize tasks and communicate clearly amongst a variety of personalities.
  • Excellent organizational skills and extreme attention to detail.
  • Ability to master various database products (i.e. Event Management System).
  • Ability to work early morning and late evening events.
  • Working knowledge of audio-visual systems (i.e. Zoom).