Conference Services Event Planner - Temporary

About The Role

Join our Conference Services team to support the planning, coordination, and execution of high-level events for prominent clients. This role is ideal for an energetic, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering exceptional client experiences. You will contribute to large-scale conferences while independently managing smaller programs, ensuring excellence across all event touchpoints.

Responsibilities

• Support larger events by managing logistics such as meeting space, room set-up, catering, audio visual needs, and participant travel
• Create and distribute registration reports, including attendance, rooming lists, travel manifests, and activity summaries
• Create and maintain conference websites to support event communication and engagement
• Partner with the Director of Conference Services and Senior Event Planners to manage logistics and travel for various business unit events
• Collaborate with marketing and internal stakeholders to develop communications such as invitations, brochures, and event signage
• Independently plan and execute smaller events (10–50 attendees), including venue selection, registration, communications, and on-site coordination
• Develop budgets, cost proposals, and post-event recaps for conferences and special events
• Research and recommend venues nationwide based on program needs, attendee size, and desired outcomes
• Review and proof marketing materials, including invitations, announcements, signage, and event programs
• Cook with the travel team to arrange air and ground transportation for event participants
• Build and maintain strong vendor and internal relationships through effective communication

Requirements

• Bachelor’s degree in Marketing, Business, Communications, or related field; 3+ years of meeting planning experience preferred
• Financial services industry experience preferred
• Advanced computer proficiency in Word, Excel, Access, and Outlook, including mail merges, database usage, and basic graphic creation
• Strong grammar, editing, and proofreading skills with exceptional attention to detail
• Able to manage peak workloads and multiple priorities while maintaining accuracy and a calm, professional demeanor
• Demonstrated commitment to delivering exceptional customer service
• Strong organizational and time management skills with the ability to meet deadlines
• Self-starter with the ability to work independently and collaboratively in a fast-paced environment
• Willingness to travel approximately 20%, including trips up to one week at a time