Event Planner

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).