Seminar Coordinator
1 month ago
Job Description
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
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Answering and routing telephone calls, and assisting caller's needs
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Preparing office materials accurately, including but not limited to: making copies, printing, labeling, and organizing
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Managing supervisor's calendars and appointments
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Coordinating and implementing projects with responsibilities that include, but are not limited to: public relations, special events management, and mass mailings
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Planning and organizing dinner presentations and all necessary resources
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Tracking product sales and costs by analyzing and entering sales, expense, and new business data
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Preparing reports by collecting, analyzing, and summarizing sales data
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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
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Maintaining files and handling correspondence
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Assisting with new business applications and policy deliveries
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Ensuring office supplies and conference room are neat, stocked, and ready for each day
Job Requirements:
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Proven work experience in an office setting
·
Preferably a college degree
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Proficient in Microsoft office (Word, Excel, and Outlook)
·
Excellent written and verbal communication skills
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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
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