Job Description Summary
Under general supervision, uses specialized knowledge and skills obtained through experience and/or formal training to assist in planning and arranging corporate meetings and events. Detailed instructions and established procedures and prescribed guidelines are provided to perform a variety of tasks requiring minimal evaluation, originality or ingenuity in making routine decisions. Recommends solutions to moderately complex problems. Regular contact with contact with internal customers and vendors is required to identify research and resolve problems.Job Description
Essential Duties and Responsibilities
- Manages aspects of small to medium size programs through their entire lifecycle (initiation, planning, execution, closure).
- Creates and maintains on-line registration systems for meetings and events.
- Compiles and records meetings expenditures and other post meeting data in meeting planning database.
- Creates key communications, digital and print, for executives and attendees.
- Manages air processes with in-house travel agency to include lift analysis, approved travelers’ lists, manifest coordination and overall trip approvals, as needed.
- Provides on-site coordination of events, including coordinating hotel staff and program logistics.
- Manages time with the ability to effectively balance multiple events at different stages.
- Performs administrative duties for the meeting planning group.
- Performs other duties and responsibilities as assigned.
Knowledge of
- Basic concepts, principles and practices of meeting and event planning.
- Microsoft Office suite.
- Database management.
- Corporate travel policies.
Skill in
- Basic reasoning and decision making to compose recommendations on direction and scope of meetings.
- Written and verbal communications in order to professionally address a wide and varied audience both internally and externally.
- Project management to successfully complete long term projects.
- Organizational and time management skills to best handle multiple priorities in a fast-paced and ever-changing environment.
- Basic accounting principles.
- Providing a high level of customer service.
Ability to
- Independently manage work projects.
- Negotiate with external vendors.
- Create, manage and adhere to conference budgets.
- Handle multiple tasks and projects.
- Identify problems and create effective solutions.
- Quickly construct effective contingency plans.
- Articulate reasons behind decisions.
- Communicate effectively, both orally and in writing.
- Work independently as well as collaboratively within a team environment.
Education
Bachelor’s: Business Administration, Bachelor’s: Hospitality, Bachelor’s: MarketingWork Experience
General Experience - 7 to 12 monthsCertifications
Travel
Less than 25%Workstyle
HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AT1Skills Required
- Bachelor's degree in Business Administration, Hospitality, or Marketing
- 7 to 12 months of meeting or event planning experience
- Proficiency with Microsoft Office suite
- Experience with online registration systems and meeting planning databases
- Knowledge of corporate travel policies and experience coordinating with travel agencies
- Project management skills to manage events through initiation, planning, execution and closure
- Strong written and verbal communication skills
- Organizational and time management skills to handle multiple priorities
- Basic accounting skills and ability to create and manage conference budgets
- Ability to negotiate with external vendors and manage vendor relationships
- Ability to provide on-site event coordination and work collaboratively with hotel staff
- Willingness/ability to travel up to 25%
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
