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Event Coordinator

We are the #1 fastest-growing private company in Columbus, Ohio (According to Inc. 5000), and are quickly becoming one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 40 team members in less than 4 years. Our home office is located in Columbus, OH. At Peak, we seek to integrate Christian values and biblical principles in everything we do - from the standards we hold for our team culture to how we serve our clients, and we encourage advisors on our team to pursue the Certified Kingdom Advisor designation. 

We are looking for an A+ Player who is looking to take charge and join a motivated group. If you are not growth-minded, then this is not the job for you. We run fast, work hard, and strive to make a Kingdom impact. This role is for someone looking for a career, not only a 9-5 job. 

 We are seeking an organized, detail-driven Event Coordinator to own the planning and execution of our firm’s educational and client events. This role will be responsible for managing educational events within the region, as well as coordinating all client events. With the firm’s commitment to growth and marketing, this position offers increasing opportunities for leadership and expanded impact over time. 

 

Minimum Requirements: 

  • Friendly and optimistic personality  
  • Ability to get things done with little oversight  
  • Desire to obtain long-term employment  
  • Reliable with an exceptional work ethic  
  • Strong organizational skills, detail-oriented, proactive, and resourceful  
  • Ability to prioritize projects and manage time  
  • Strong follow-through 

 

Main Responsibilities: 

  • Plan, coordinate, and execute company educational events and client appreciation experiences 
  • Manage event logistics, including venue booking, scheduling, and attendance tracking 
  • Track and report key event metrics to measure effectiveness and guide improvements 
  • Coordinate with vendors, speakers, and internal staff to ensure smooth event delivery 
  • Build relationships with event partners and vendors to support future growth 
  • Support the expansion of event programs as we scale our brand across new markets