Event Coordinator (Virtual, Full-time)


WealthCounsel is the premier provider of solutions for estate planners and business lawyers. Our combined offerings of drafting technology, legal education and practice development help attorneys elevate their practices and achieve greater success. We believe in the power of service and the strength of an elite member community to make a difference in the lives of our customers and their clients.


Every WealthCounsel employee is focused on improving the experience for our thousands of members. The primary role of the Event Coordinator is to support the events team with all aspects of preparing for and executing a virtual or in-person event.  The ideal candidate would have strong technical and communication skills and be comfortable working cross-functionally with all departments.


  • Assist the events team with all aspects of planning virtual and in-person meetings or events
  • Process registration requests and respond to escalated registration questions and issues.
  • Monitor registration numbers
  • Update the internal Google company calendar with links & reports
  • Update website calendar and event registration websites
  • Coordinate with Finance on credit card or payment errors
  • Assist with pulling attendance reports and ensuring information is accurate in Zoom Webinar, Swoogo, and Salesforce (CRM).
  • Host webinars & virtual meetings – providing speaker and attendee support
  • Assists with editing and posting virtual and in-person event recordings and materials to the WealthCounsel website
  • Liaisons with venue staff and vendors to coordinate day-to-day activities during events. 
  • Support Events Team as needed
  • Provide onsight support for in-person member events
  • Occasional travel for company events and meetings


  • Associates degree or equivalent experience
  • Experience with Swoogo and/or other event management systems
  • Experience with Zoom Webinar or other webinar platforms
  • Working knowledge of SalesForce and/or other CRMs is a plus
  • Experience using video editing software or Camtasia is a plus
  • Must be proficient in all Microsoft Office programs, including Excel, Word, and PowerPoint
  • Must be accurate, organized, and detail-oriented, yet flexible and willing to help where needed
  • Demonstrates excellent listening and problem-solving skills
  • Experience working in a diverse administrative role 
  • Able to thrive in a dynamic, collaborative, and open team environment


We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive salary and bonus/commission plans. Our extensive benefits package includes a generous paid time off program, paid federal holidays off, paid volunteer time off, medical/dental/vision benefits, employer paid life insurance and short-term disability, employer matching 401k, and future growth opportunities within the company. We also offer monthly gym membership and home internet reimbursements.

**Virtual Employment opportunities are open for hire in any state except Alaska and Hawaii.