Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $17.25 - $20.00
Work Schedule
Standard Hours
Flexible
Benefits
Medical insurance
Dental Insurance
Vision Insurance
401(k) Plan
Life insurance
Disability insurance
Paid Time Off
company events
Professional growth opportunities
Summer Hours
Casual Fridays
Job Description
Annex Wealth Management is a distinguished, privately held, full-service registered investment advisor headquartered in Brookfield. The firm proudly serves individuals, families, and businesses by acting as a fiduciary, ensuring that clients receive trustworthy, expert guidance tailored to their unique financial needs. As a leader in the wealth management space, Annex Wealth Management emphasizes a collaborative team approach, allowing clients to benefit from a broad spectrum of expertise. Their team includes professionals with key credentials and certifications in areas such as investment, tax, insurance, estate planning, and more. The firm's dedication to top-tier service and client education has earned it recognition... Show More
Job Requirements
- Demonstrated strength in delivering high-quality client service
- Proven ability to work collaboratively and support cross-departmental coordination
- Self-motivated, organized, and able to manage multiple tasks and deadlines
- Comfortable adopting new tools and event-related technologies
- Flexibility to travel and work outside standard business hours
- College degree or equivalent experience
- Experience or exposure to financial services preferred but not required
Job Qualifications
- College degree preferred
- Experience in event planning or coordination
- Strong client service skills
- Ability to work collaboratively in a team environment
- Excellent organizational and multitasking abilities
- Proficiency with technology related to event management
- Strong communication skills
- Exposure to financial services is a plus
Job Duties
- Partner with marketing and internal teams to define event goals and plan in-person events and webinars
- Support long-term calendar management
- Oversee all logistics including venue sourcing, catering, materials, and vendor coordination
- Ensure smooth, professional onsite execution and consistent event quality
- Work with marketing to promote events and support registration and attendance
- Collaborate with internal stakeholders to align event objectives
- Manage clear and timely pre-event communication and lead onsite event coordination
OysterLink lists restaurant, hotel, and hospitality jobs.
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
You may be also interested in: