Coordinator Meeting Services-1

Grow your career with a growing organization

Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

Provide support to Senior Conference Planners in the planning and execution of over 650 meetings/events annually. In Office required 5 days a week.

What you will do:

• CVent Attendee Management Tool:
• Responsible for building and maintaining the on-line registration site, which is used in conjunction with conferences (evite text, master invitee lists, links to hotel page)
• Responsible for building meeting profiles, manages invitee lists, rooming lists and transportation manifests
• Tracks the registrations, updates the Conference Planners and Group Travel Generates daily reports on current conferences to update internal clients
• Responsible for ensuring we have received Compliance/Firm approval
• At the conclusion of each conference, generates the final attending report

Meeting Collateral:

• Responsible for maintaining inventory of all materials necessary for conferences, i.e. ticket packets, luggage tags, name badge stock,envelopes, tent cards, amenity cards, pads and pens
• Prepares and produces personalized client mailings which include save the dates, conference invitations, welcome letters, thank you letters and transportation departure confirmations
• Prepares and works with Xerox to print meeting specific booklets used in customized ticket mailings and welcome packets.
• Downloads address information from CVent attendee management tool to FedEx machine and prints labels.
• Creates covers and rosters for presentation books prepares name badges, tent cards, invitations, place cards, menu cards and other requested meeting materials for events and dinners.
• Orders all necessary meeting literature

Meeting Support:

• Provides on-site support during conferences as needed, i.e. registration desk staffing, loading group transportation and meet/greet clients.
• Responsible for organizing, packing and timely delivery of all meeting materials to off-site conference locations.
• Supports client visits to all sites.

What you will bring:

• Bachelor's Degree preferred
• Previous administrative and/or project management experience required
• Requires a motivated individual with strong organizational skills and careful attention to detail

What will set you apart:

• Strong interpersonal skills and the ability to work with multiple team members
• Experience with scheduling software (ie. CVent Tool) preferred

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer * Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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