Associate Meetings Planner

Job Description Summary

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

Work Experience

Certifications

Travel

Workstyle

The 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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.