Events & Customer Service Assistant

Events and Customer Service Assistant - £28,000-£30,000 pa + benefits + bonuses

Our mission and values

Our mission is to simplify investing through education so anyone can take control of their financial future. Most people know how to work hard for their money, but very few have learned how to make their money work hard for them; we teach them just that.

Serving others is at the centre of our company values, which is also at the centre of our team culture. Our team is everything, and we encourage a collaborative working environment with plenty of support and coaching for our team to be tremendously successful in their role.

Our rapid growth and why we are expanding:

- HUGE growth plans are in place to double the business in the next 3 years
- Helped over 50,000 people learn how to trade and invest the Stocks and Crypto Markets with our industry-leading e-learning platform and virtual training events
- Delivered our education and training to over 25 different countries
- Created a service that transforms lives with 99% of reviews on Trustpilot rating Investment Mastery as 'Great' or ‘Excellent.’

Remuneration & Benefits:

- £28,000-£30,000 per annum (dependent on experience)
- 37.5 hours per week. Hybrid working with three days office-based, two days from home
- Furniture and equipment contribution to home office set up
- Additional training funded by the company if you can demonstrate a business case 
- 3% employer pension contribution 
- 28 days holiday including Bank Holidays 
- 3 additional holiday days gifted for Christmas & New Year’s break 
- 1 extra holiday day added per year for up to 5 years 
- 3 sick days paid per year 
- Free access to all our financial education products for you and your immediate family 

About the role

We are currently seeking an enthusiastic, focused, and passionate Events and Customer Service Assistant to join us at our busy head office in Borehamwood and provide proactive and effective support across the department including, but not limited to customer service, event coordination and support, and business development.

This role offers a great opportunity to develop event coordination skills, streaming live virtual events to thousands via Zoom from our custom built, in-house media room while also building strong customer service experience focusing on customer care and keeping client success at the heart of everything you do.

This role will require you to work on average 2 weekends a month to support in delivering our educational events. A combination of overtime and time off in lieu is offered for all weekends worked.

Key Attributes that would support this person to thrive in this role:

- Be able to work in a fast-moving environment, to react and adapt to changing trading conditions and demands
- Possess strong and professional communication (both verbal and written) and an ability to exchange information with others clearly and concisely.
- Growth and results-driven
- Positive attitude and focused on being a great team member
- Ability to problem-solve, multi-task and meet deadlines
- Have a keen eye for detail
- Have strong organisational skills
- Proficient in the use of Microsoft Excel
- Proficient in the use of Microsoft PowerPoint
- Proficient in the use of CRM system(s)
- Technical understanding of live streaming via Zoom
- Technical understanding of audio-visual equipment including cameras, microphones, mixing desks and streaming software

Core responsibilities (but not limited to):

- Events Administration - Coordinate administrative tasks, including sourcing, stock managing and arranging the shipping of merchandise; tracking and reporting on registration and attendance; analysing post-event information, and recording/tracking for future use
- Media Room Management - Ensure our in-house media room is maintained to a high standard. Monitor equipment. Arrange and train the team in setting up and packing down events.
- Events Communication - Manage all event communications via CRM system to ensure clients are well informed and nurtured before/during, and post every event
- Event Delivery - Coordinate on the day delivery of our educational seminars and workshops to a high standard, including taking responsibility for a team of support staff, monitoring the live stream and ensuring presenters are catered to
- Business Development - Monitor event feedback and analyse patterns to report quarterly to the operations manager.
- Customer Care Support - Monitor and respond to two customer support inboxes in a timely and professional manner and conduct frequent check-in calls to our client base

Other Requirements

A bit about you
- Highly career driven
- You will be an organised person who can balance several tasks simultaneously
- You will have an analytical approach and collect and incorporate feedback to continuously improve our events
- A team player who is able to lead when required

Extra credit
- Educated to degree level
- Interes