Job details

Meeting Services Coordinator

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Meeting Services Coordinator, you will provide support to Senior Conference Planners in the planning and execution of over 650 meetings/events annually.

What you will do:

Build and maintain the online registration site, which is used in conjunction with conferences (evite text, master invitee lists, links to hotel page)
Build meeting profiles, manage invitee lists, rooming lists and transportation manifests
Track the registrations, update the Conference Planners and Group Travel
Generate daily reports on current conferences to update internal clients
Responsible for ensuring we have received Compliance/Firm approval
At the conclusion of each conference, generate the final attending report

Meeting Collateral:

Responsible for maintaining inventory of all materials necessary for conferences, i.e. ticket packets, luggage tags, name badge stock, envelopes, tent cards, amenity cards, pads and pens
Prepare and produce personalized client mailings which include save the dates, conference invitations, welcome letters, thank you letters and transportation departure confirmations
Prepare and work with Xerox to print meeting-specific booklets used in customized ticket mailings and welcome packets.
Download address information from CVent attendee management tool to FedEx machine and prints labels.
Create covers and rosters for presentation books
Prepare name badges, tent cards, invitations, place cards, menu cards and other requested meeting materials for events and dinners.
Order all necessary meeting literature

Meeting Support:

Provide on-site support during conferences as needed, i.e. registration desk staffing, loading group transportation and meet/greet clients.
Responsible for organizing, packing and timely delivery of all meeting materials to off-site conference locations.
Support client visits to all sites.

What you will bring:

Bachelor’s degree or equivalent work experience
Previous administrative and/or project management experience required
Requires a motivated individual with strong organizational skills and careful attention to detail
Strong interpersonal skills and the ability to work with multiple team members
Experience with scheduling software (ie. CVent Tool) preferred
Ability to work onsite five days a week in our Greenwood Village, CO office

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

The salary range below shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Base Salary Range

$ 54,700.00-75,250.00

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Empower Glassdoor Company Review

3.9