Event Coordinator

1 day ago

Dallas, Texas, United States Tolleson Wealth Management Full time

POSITION OVERVIEW:
We are seeking a highly organized and creative Event Coordinator to support the planning, execution, and follow-up of branded events and client touchpoints. This on-site role is part of our Brand Management Team, and the ideal candidate will help to ensure a consistent brand experience across marketing, events, and client gifting strategies.

Duties And Responsibilities

  • Support the planning, coordination, and production of all events including venue selection, catering, décor, signage, audiovisual requirements, and day-of execution.
  • Work collaboratively with teams to produce event-related collateral and marketing, adhering to brand standards.
  • Create and maintain guest registration processes, from sending invitations to following up after events.
  • Assist in the planning and execution of virtual events and video interviews, coordinating logistics, scheduling, and technical setup to ensure smooth production and high-quality marketing content.
  • Diligently upkeep event documentation, timelines, and checklists, securing approvals and reporting on progress.
  • Assist with the design and standardization of materials for client meeting setup.
  • Support client gifting initiatives by tracking requests, communicating status to team members, managing inventory, giftwrapping, and ensuring timely deliveries.
  • Execute donation-based gifts including the coordination of the annual holiday gift program.
  • Work with vendors to source unique and brand-aligned items.
  • Provide administrative support to the team with tasks such as maintaining inventory of event supplies and branded materials, proofreading marketing content, and ensuring documents are accurate, clear, and consistent.
  • Represent the brand with a polished and professional demeanor in all communications, interactions, and event settings, ensuring consistency with company values and tone.
  • Other duties as assigned by management

Minimum Position Requirements

  • 3+ years of experience preferred in an event coordination and/or hospitality role.
  • Bachelor's degree in a related field.
  • Highly organized with strong attention to detail.
  • Familiarity with design marketing tools like Canva or Adobe Creative Suite.
  • Deep understanding of event management and marketing principles.
  • Ability to maintain extreme confidentiality in dealing with client matters
  • Must consent to and have favorable consumer report, background check

Other Essential Candidate Traits

  • Able to manage multiple requests and tasks simultaneously.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • Excellent communication and people skills.
  • Ability to work independently and as part of a team.
  • Ability to be proactive and anticipate issues; works quickly and proactively to solve them
  • Initiative-taker with willingness to learn, expand responsibility

NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer

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