Event Planner - Financial Services

Key Responsibilities

• Event Planning & Execution
• Support the planning, coordination, and execution of client-hosted events, ensuring smooth operations across all phases
• Assist in managing event elements including venue research, logistics coordination, vendor communication, and production support.
• Develop and maintain detailed timelines, run-of-show documents, and task trackers to support successful delivery.
• Ensure all event components align with brand standards and quality expectations.
• Provide on-site support for event execution, helping to troubleshoot and ensure a seamless attendee experience.

Client & Stakeholder Support

• Support communication between the agency team and client stakeholders across assigned projects.
• Participate in status updates and help track progress, action items, and key deliverables.
• Collaborate with internal teams and external partners to ensure alignment and timely execution.
• Build an understanding of client objectives and contribute to delivering against those goals.

Guest Experience & Hospitality

• Assist in coordinating guest-facing elements such as registration, communications, and on-site experience.
• Support execution of ancillary experiences including dinners, receptions, and hospitality moments.
• Help ensure a polished, detail-oriented experience from arrival through departure.

Budget & Vendor Coordination

• Support budget tracking and reconciliation, ensuring accuracy and organization across project spend.
• Assist in sourcing vendors, gathering proposals, and coordinating logistics with partners such as venues, catering, and AV.
• Help manage vendor communications and ensure deliverables are met.

Risk & Issue Management

• Identify potential issues and escalate to senior team members as needed.
• Support contingency planning and assist with on-site problem solving.