Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Do working on and planning events give you great joy? Do you enjoy interacting with people and have a great sense of humor? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At Lord and Richards, we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects at both events and in the office. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team.

Our candidate is articulate, pleasant, dependable and desires an exceptional work culture. Applicant must have a strong capacity to handle varying work tasks including hospitality for events and in-office, phone calls, providing exemplary customer service to clients and prospects, calendar management, managing schedules of advisors to do public speaking at live events and collaborating with the Senior Marketing Coordinator to accomplish goals set forth.

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service Financial firm specializing in those near or in retirement. Our team is comprised of advisors, marketers and client relation specialists. We thrive on success and reward hard work.

Serious applicants only please. We are looking for a long-term fit. To be considered, please submit the following with your application:

A detailed cover letter identifying why this position may be a fit for you, as well as identifying why your experience and approach make you most eligible.
A resume.
Three references with contact information.

Position Details

Commitment: 36 hours per week, Schedule comes with great flex depending on if you are working a live event that takes place in an evening or not. Non-event days are in office from 8am-5pm with a lunch - Monday-Thursday. Friday's are half days 8am to Noon.

Compensation: Starting salary range is $58-62K, plus full medical and dental benefits and a generous retirement benefit plan. Medical benefits covered almost fully by the company! All Holidays off including the week between Christmas and New Year's and you get Your Birthday off!

Skills & Experience Required:

Ability to work independently, good time management and critical thinking
Excellent written and oral communications
Superior client relations skills
Proficiency in Microsoft Office Suite
Ability to handle in-bound calls with ease and confidence
Ability to execute live events serving as the key point of contact throughout
Proof-reading skills
Excellent organizational skills
Ability to work independently with high-level productivity
Willingness to learn new programs.

Duties & Responsibilities

Marketing & Communications Support

Work with the Senior Marketing Coordinator on event scheduling, attendance, logistics around the events
Follow-up with prospects to confirm meeting details, that they received information on event attendance.
Assist with preparation of proposals for executing client and prospect events
Review and proof marketing materials, letters and communication pieces.
Research, input and organize prospect data in CRM system and provide executive summary of findings.
Already having Salesforce Knowledge is a big plus for the potential candidate
Flexibility to work evening events during the week approximately 8 times a month, executing live events that you have planned
Work with Vendors in the Dallas metro to secure event space, logistics for the event and sub-vendors helping to execute on the Lord and Richards experience for clients.

Lord and Richards, Inc.

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