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Job Description

Job Summary:

• Under limited supervision, uses knowledge and skills obtained through education, experience and certification to coordinate events hosted at the Raymond James home office.

Responsibilities:

• Oversees the logistics coordination for meetings and events hosted at the home office, with an emphasis on customer service and client experience.

• Serves as the liaison between clients and operational business units in order to effectively produce meetings and events.

• Meets with clients to plan and debrief events.

• Cultivates and develops relationships with key personnel in other business units involved in event and meeting execution including meeting planning, audio visual, catering, IT, facilities and security.

• Manages time with the ability to effectively balance multiple clients at one time.

• Assists in developing departmental initiatives to align with firm’s mission, vision, landscape and culture.

• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

Knowledge of

• Intermediate level concepts, principles and practices of meeting and event planning.

• Audio Visual technology.

• Corporate catering.

• Virtual event hosting software, including Zoom.

• Microsoft Office suite.

Skill in

• Strong reasoning and decision making to compose recommendations on event logistics.

• 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 complex work projects.

• 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.

• Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes.

• Interpret and apply policies.

Education:

• High School Diploma and minimum of two (2) years of experience in planning, arranging and coordinating hospitality-related functions including event planning.

or

• Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Education

High School (HS)

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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.

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