Associate Meetings Planner

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

• Basic concepts, principles and practices of meeting and event planning.
• Microsoft Office suite.
• Database management.
• Corporate travel policies.

Skill

• 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.

Education

• Bachelor’s: Business Administration.
• Bachelor’s: Hospitality.
• Bachelor’s: Marketing.

Work Experience

• General Experience - 7 to 12 months.

Skills

• 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.

Workstyle

• Hybrid.

Total Compensation

• 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.

Benefits

• 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.

Behavioral Expectations

• Develop.
• Collaborate.
• Decide.
• Deliver.
• Improve.

Company Culture

• The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James Core Values

• Client-first.
• Integrity.
• Independence.
• A conservative, long-term view.