Part Time Events Operations & Sales Coordinator

We are a growing financial services firm based in Atlanta, GA that hosts in-person educational classes and meets one-on-one with attendees afterward. As we increase the number of classes and follow-up meetings, we’re looking for a reliable, organized part-time contractor to help support events, scheduling, and follow-up.

This role is ideal for someone who enjoys staying organized, working with people, and helping things run smoothly behind the scenes.

Role Overview

This is a part-time contractor role, estimated at 28–32 hours per month. The role focuses on:

• Supporting in-person education classes
• Coordinating appointments and follow-ups
• Handling basic CRM and data entry tasks

This role does not involve sales, financial advice, or closing clients.

Key Responsibilities

• In-person class support is required, including:
  • Helping with setup and breakdown
  • Checking attendees in and out
  • Providing general event support

• Coordinate appointment scheduling and confirmations after classes
• Send appointment confirmations and reminders by email, text, or phone
• Enter and update attendance and appointment information in CRM systems
• Help ensure no attendees or leads fall through the cracks

Availability Requirements

• Must be available Tuesday and Thursday evenings for in-person classes
• We typically host 5–6 classes per month. Some flexibility around scheduling is required

Pay and Structure

• 30 per hour
• Paid hourly as an independent contractor
• Transportation time and mileage are not reimbursed
  • In rare cases of unusually long travel, exceptions may be discussed in advance

Ideal Candidate

• Organized and detail-oriented
• Comfortable interacting with people in person and on the phone
• Reliable and punctual, especially for evening events
• Comfortable with basic technology (email, calendars, CRM tools)
• Local and able to travel to class locations in the greater Atlanta area