Events Coordinator

Advisors Excel

401(k)

United States, Kansas, Topeka

2950 Southwest McClure Road (Show on map)

May 28, 2025

Position:
Events Coordinator

Location:	2950 SW McClure Rd
	Topeka, KS

Job Id:
2292

# of Openings:
1

Position: Events Coordinator

Department: Strategy Team - Events and Training

Reporting to: VP of Events

Location: Topeka, KS - Onsite

Overview:

The Events Team at Advisor's Excel is looking for an Events Coordinator. If you have experience planning events, are excited to work with a fast-paced and innovative team, and are passionate about creating excellent experiences, this might be the role for you!

The Events Coordinator supports the delivery of exceptional event experiences for our financial advisor clients across the country. This role provides day-to-day operational and administrative support to the Events team, VP of Events, and Chief Strategy Officer. The ideal candidate thrives in a fast-paced, team-first environment, is guest-facing, and takes pride in delivering polished, on-brand events.

You'll help coordinate a range of events-from repeatable, in-house training sessions (~40 attendees) to large-scale offsite conferences (~500 attendees). You'll also collaborate with vendors, VIP clients, and teammates across departments to bring our events to life.

What you'll do:

Coordinate all aspects of advisor visits, including travel and lodging arrangements, personalized gifting, and curated experiences
Support logistics for assigned in-person and virtual events, including registration setup (often in Cvent), agenda building, travel coordination, event check-in, venue layouts, and post-event reporting
Help manage event execution in collaboration with venues, vendors, and internal teams-ensuring accurate setup, vendor delivery, AV needs, and on-site support
Assist with virtual event coordination, including invitation list building, registration, and communication with both attendees and internal teams
Interact with external vendors and high-profile clients in a polished, professional, and guest-focused manner
Track budgets and related expenses are tied to your responsibilities, including event supplies and logistics
Manage and maintain inventory of event supplies; recommend and source replacements as needed
Partner closely with a 15-person Strategy & Events team, supporting event planners and senior leaders with miscellaneous coordination tasks
Other duties assigned by Events leadership

Experience you'll bring:

1+ year of experience in events, hospitality, or administrative coordination strongly preferred
Excellent time management, organizational, and multitasking skills-able to stay calm and effective under pressure
Clear, confident verbal and written communication skills-able to work with a range of personalities, from teammates to VIP clients
Comfortable using Microsoft Office Suite (especially Word, Excel, and Outlook)
Familiarity with systems like Cvent, Salesforce, or other project/event platforms is a plus
Strong team player with a willingness to learn, take initiative, and support colleagues at all levels
Self-motivated, dependable, and energized by supporting meaningful, well-run experiences

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to an on-site cafe, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events...and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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