Seminar Coordinator

2 weeks ago


Santa Rosa, California, United States Sonoma Financial & Insurance Services Full time
Job Opportunity

Sonoma Financial & Insurance Services is seeking a highly motivated and organized individual to fill the role of Seminar Coordinator. This position requires a self-starting individual who can manage their time effectively and prioritize tasks to meet deadlines.

Key Responsibilities:

  • Welcoming clients and prospective clients for scheduled appointments
  • Answering and routing telephone calls, and assisting callers' needs
  • Preparing office materials, including making copies, printing, labeling, and organizing
  • Managing supervisors' calendars and appointments
  • Coordinating and implementing projects, including public relations, special events management, and mass mailings
  • Planning and organizing dinner presentations and 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 client events and seminars
  • Scheduling new clients and following up with prospective 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 the 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

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


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