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Events Administrative Assistant

Annual Event Planning & Dashboard Management
  • Maintain a forward-looking 12-month events dashboard capturing all projected events, based on recurring annual gatherings and upcoming one-off events.
  • Update dashboard as new events are identified; ensure team always has an accurate view of upcoming events.
  • Coordinate with the team to confirm dates, event purpose, size, themes, format, and any special considerations.
  • Manage and maintain events email accounts.
  • Ad hoc assistance with events as needed.
Guest List Development and Invitation Workflow
  • Develop draft invitation lists out of Salesforce using criteria provided; identify gaps or proposed additions and review with principals for approval.
  • Draft event invitations (email, Paperless Post, physical mail) for review.
  • Execute invitation sends via mail merge, Paperless Post campaigns, or print workflows.
  • Maintain meticulous records of invitees, sends, and version control.
RSVP Management & Guest Communications
  • Monitor and track RSVPs across platforms; manage all guest inquiries including logistics, accommodations, accessibility needs, and dietary restrictions.
  • Send confirmation emails, reminders, and event-day communications.
  • Capture new guest information uncovered during the RSVP process and enter/update records in Salesforce.
Vendor & Logistics Coordination
  • Confirm that household teams have clear run-of-show documents, timelines, and expectations.
Post-Event Follow-Up
  • Track event attendance in Salesforce, including guest notes, contributions, or gift information as relevant.
  • Draft post-event thank-you messages or follow-up communications for principal review and send once approved.
  • Conduct debrief conversations with principals to gather feedback and ensure learnings inform future events.
Systems, Documentation & Event Manual
  • Create and continuously maintain an “Event Manual” detailing preferences, standards, and templates – such as name tag style, preferred Paperless Post features, seating formats, vendor preferences, and workflows—so events remain consistent and easily repeatable.
  • Improve and refine systems in Salesforce, shared drives, dashboards, and templates to streamline future events.
  • Assist Property Managers with uploading and maintaining event documentation in AirTable

Knowledge, Skills, Abilities, and Requirements
  • Bachelor’s degree highly preferred.
  • 3–5+ years of events, hospitality, or project management experience; private household or high-net-worth environment a plus.
  • Understanding of AI capabilities and a willingness to learn and implement new AI software highly preferred.
  • Experience with Salesforce or other CRM systems preferred.
  • Highly proficient in Excel and comfortable manipulating data (filtering, creating formulas, etc.).
  • Outstanding communication skills—written, verbal, and guest-facing.
  • Highly organized, detail-oriented, and comfortable managing multiple concurrent projects.
  • Ability to handle sensitive information with confidentiality and discretion.
  • Excels at managing multiple priorities and producing exceptional results under pressure and quick turnaround timelines.
  • Willingness to travel domestically for major events

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