Senior Meeting & Event Planning Specialist

We need to output HTML fragment with sections: About the role? Actually we have Job Summary, Essential Duties & Responsibilities, Qualifications, Education And/or Work Experience, Licenses/Registration, Work Environment, About Benjamin F. Edwards. We need to use

for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map content to appropriate headings. The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include based on content. We have: - Job Summary: could be "About the role" (summary). Use

About the role

then

with summary. - Essential Duties & Responsibilities: map to

Responsibilities

with

• list. - Qualifications: map to

  Qualifications

  (or Requirements). Use
  • . - Education And/or Work Experience: could be part of Qualifications or separate "Requirements". Could combine with Qualifications? But we can have separate section "Requirements". However instruction: Prefer a few substantive sections over many thin ones. So maybe combine Education/Experience into Qualifications? But we have separate content: Minimum Education Required, Minimum Work Experience Required. Could be part of Qualifications. But we can also have a separate "Requirements" section. However we need to avoid thin sections. Let's see: Qualifications already includes many bullet points; adding Education/Experience may make it longer but still one section. Could embed them as list items under Qualifications. That seems fine. - Licenses/Registration: says N/A, we should drop because it's not substantive (N/A). So omit. - Work Environment: could be a section "Work Environment". But we need to see if we have specific content: "This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an airconditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets." That's substantive. Could be a section "Work Environment". However the allowed headings list does not include Work Environment explicitly, but we can still use

    Work Environment

    as a heading? The instruction says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exhaustive; we can use other headings if needed? Probably we should stick to those examples; but Work Environment is not listed. However we could incorporate work environment details into Qualifications or Responsibilities? Might be thin. Better to include as its own section but maybe not allowed. The instruction: "Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." The "e.g." suggests those are examples; we can use other headings as needed. I'd include Work Environment. - About Benjamin F. Edwards: could be "About the company" or "About Benjamin F. Edwards". Not in examples but we can include as

    About Benjamin F. Edwards

    . Or we could treat as "About the role"? No, that's about the role. Better to include separate section. We must not repeat job title as heading. Not include Job ID etc. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes an EEO statement at the end: "Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer." That's EEO boilerplate; we should remove. Also "Having fun is part of the firm’s mission statement." That's part of About Benjamin F. Edwards; we can keep as it's substantive about culture. We need to preserve all substantive information. Let's extract content: Job Summary paragraph: "The Senior Meeting & Event Planning Specialist is responsible for the planning, coordination, and execution of firm meetings, conferences, recognition programs, incentive trips, and special events. Working closely with internal stakeholders, vendors, and event attendees, the Senior Meeting & Event Planning Specialist ensures a high-quality event experience through effective project management, logistical coordination, budget administration, vendor management, and onsite event execution." Essential Duties & Responsibilities list (many items). We'll convert each bullet to
  • . Qualifications list: bullet points. Education And/or Work Experience: "Minimum Education Required: Bachelor’s degree, Event Planner Certification (i.e. CMP, CSEP), preferred or equivalent work related experience of 9+ years. Minimum Work Experience Required: 5+ years of related securities industry experience." Licenses/Registration: N/A -> drop. Work Environment: paragraph. About Benjamin F. Edwards: multiple paragraphs. We need to avoid duplication: The "About Benjamin F. Edwards" includes some benefits: "We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off." That's benefits; we could create a Benefits section. But we already have About Benjamin F. Edwards containing that. Could split out Benefits as separate section per instruction: Use

    Benefits

    if posting actually states them. It does state benefits. So we could create a Benefits section with that list. Then About Benjamin F. Edwards can focus on firm description. But we must not create thin sections; Benefits list is substantive enough. Similarly, we might have Pay and Schedule: not mentioned, so omit. Skills: could be part of Qualifications; we already have Qualifications. Thus sections: - About the role (Job Summary) - Responsibilities (Essential Duties & Responsibilities) - Qualifications (including Education/Experience) - Benefits (from About Benjamin F. Edwards) - Work Environment - About Benjamin F. Edwards (company overview) We need to ensure we don't repeat content. We'll extract benefits sentence and put in Benefits section as
    • items. Let's parse About Benjamin F. Edwards text: "If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future. We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement. We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer." We need to remove EEO boilerplate (the sentence about regardless of ... and the EOE statement). Also maybe remove "Having fun is part of the firm’s mission statement." That's okay to keep. We'll keep the rest: founding, advisors, assets, scale, personal touch, legacy, collaborative support, future experience, invest in team, recognize hard work, rewards, culture inspires learn/grow/be best, Having fun is part of mission statement, benefits package. We'll separate benefits. Thus About Benjamin F. Edwards section will contain paragraphs up to before benefits sentence, plus maybe the "Having fun is part of the firm’s mission statement." and the culture sentences. Benefits section: list health, dental, vision, 401(k), life insurance, disability, paid time off. Now we need to format. We'll produce HTML:

      About the role

      ...

      Responsibilities

      • Attend and actively participate in event planning meetings.
      ...

      Qualifications

      • Demonstrated ability to plan, coordinate, and execute multiple meetings, conferences, incentive trips, and special events simultaneously.
      ...
      • Minimum Education Required: Bachelor’s degree, Event Planner Certification (i.e. CMP, CSEP), preferred or equivalent work related experience of 9+ years.
      • Minimum Work Experience Required: 5+ years of related securities industry experience.
      But we need to ensure we don't duplicate content: The Qualifications bullet list originally includes many items; we will add the education/experience as separate list items. Check original Qualifications bullet list: "Demonstrated ability to plan, coordinate, and execute multiple meetings, conferences, incentive trips, and special events simultaneously. Strong project management and organizational skills with the ability to prioritize competing deadlines and deliver results. Experience coordinating event logistics, including venue sourcing, travel arrangements, food and beverage functions, transportation, registration management, and audiovisual services. Strong vendor management skills, including negotiating contracts and managing relationships with hotels, event venues, transportation providers, and other suppliers. Ability to exercise sound judgment, take initiative, and independently resolve issues before and during events. Excellent verbal and written communication skills with the ability to interact professionally with executives, employees, vendors, and event attendees. Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint. Experience with Cvent or similar event management and registration software preferred; ability to become proficient within six months of hire. Ability to travel and provide onsite support for meetings and events, including occasional evenings and weekends as business needs require." We'll keep those as
    • . Then add education/experience items. Now Work Environment section:

      Work Environment

      This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an airconditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.

      Now Benefits section:

      Benefits

      • Health insurance
      • Dental insurance
      • Vision insurance
      • 401(k)
      • Life insurance
      • Disability insurance
      • Paid time off
      Now About Benjamin F. Edwards section: We need to craft paragraphs from the retained text. Original text (excluding EEO and benefits sentence): "If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our legacy of family and colleagues and cherishes