Events Assistant (Part-Time)
About The Position
At Guerra Wealth Advisors , we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don’t just advise — we educate, empower, and guide families toward financial confidence. Our events are one of our most powerful ways to connect with people and make a difference. From exclusive dinner seminars to educational workshops, we create experiences that inspire trust and help families prepare for a confident retirement. If you thrive behind the scenes, love details, and enjoy creating memorable experiences, this role is your backstage pass to event success. Role: The Events Assistant at Guerra Wealth Advisors supports the planning and flawless execution of our educational seminars, client workshops, and community events. This is a service-driven role where precision, hospitality, and teamwork meet. You’ll help manage logistics, outreach, and guest experience — ensuring every event reflects Guerra’s commitment to excellence and impact. The ideal candidate is organized, professional, and motivated to learn. You’ll work closely with our Event Coordinator and Marketing Manager to ensure smooth operations from start to finish, while also providing warm, personal interactions with guests. If you’re detail-oriented, proactive, and passionate about creating events that truly make a difference, this is the role for you.
Requirements
- Education in Event Management, Marketing, Communications, Hospitality , or related field OR 1+ year of experience in customer service, events, administrative, or hospitality roles.
- Strong organizational skills and sharp attention to detail.
- Professional interpersonal communication.
- Ability to work evenings and weekends for events.
- Ability to lift and transport event materials and remain active during event hours.
- Proficiency in Google Workspace ; familiarity with CRM systems (Salesforce, HubSpot) a plus.
- Eagerness to learn, grow, and contribute in a mission-driven, team-oriented environment.
Nice To Haves
- familiarity with CRM systems (Salesforce, HubSpot)
Responsibilities
- Support the Event Coordinator and Marketing Manager in planning and executing events.
- Assist with venue setup, event materials, and post-event breakdown.
- Welcome guests with professionalism and a service-first attitude during events.
- Maintain event documentation, and follow up with vendors.
- Participate in post-event debriefs and offer ideas to improve event quality and efficiency.
- Support general administrative and project tasks as needed.
Benefits
- Referral bonuses for business development
- Sponsored industry training and conference attendance
- Access to personal financial planning services
- Bonus compensation for certifications and licenses (Guerra Growth Lab)
- Career advancement within a growing, established firm
- Supportive, team-oriented culture built on continuous learning and accountability
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
11-50 employees
