Commonwealth Financial Network

  • Conferences and Events Assistant

    Job Locations US-MA-Waltham
    Job ID
    # of Openings
    Conferences & Events
  • Overview

    Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.


    With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of I-95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.


    Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 38 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.


    Discover what it’s like to be psyched to come to work every day! We offer you:


    • Generous bonus and stock option incentive plans
    • Use of our chairman’s vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, Park City, the Bahamas, and the Dominican Republic) at no cost
    • Fully paid maternity leave (12 weeks) and spousal leave (3 weeks)
    • A more relaxed, “dress for your day” dress code
    • A free on-site fitness center
    • Ample opportunity to volunteer with and support local charities
    • A VTO (volunteer time off) day to use toward a cause that’s important to you
    • Tuition reimbursement
    • Free breakfast on Fridays
    • A competitive benefits package—and much more

    About the Opportunity

    Our 12-person Conferences and Events team is looking for an assistant to share in our passion for creating signature events. Would you describe yourself as someone who’s exceptionally personable, with a personal and professional demeanor that exudes polish? Are you the type who zeroes in on every little detail? Who’s flexible enough to roll with changes and agile enough to juggle a wide array of duties in a fast-paced environment?
    If you think you have what it takes to help plan and host our educational and top producer conferences, as well as special events—and you are looking for growth and increased responsibility in your career—then let’s introduce ourselves.


    • Conducting research on venues, décor, restaurants, activities, gifts, and entertainers
    • Serving as a liaison for all assigned conferences between the Conference and Events team and the Design team to ensure that all deadlines are met
    • Coordinating the administrative aspects of conferences and other events, including data entry and maintenance, and creating detailed spreadsheets using historical data
    • Proofing transportation manifests, hotel rooming lists, and conference collateral
    • Mastering our internal conference software (Cvent) and mobile app software (CrowdCompass)
    • Organizing internal meetings, both pre- and postconference, as well as coordinating our weekly huddles
    • Assisting with conference logistics, including detailing flight manifests, rooming lists, and volume reports
    • Keeping our production room organized and stocked
    • Handling the shipping and receiving of conference materials
    • Maintaining décor inventory and keeping our storage area well organized
    • Forming and strengthening external client relationships to ensure trust and satisfaction with the stated expectations and goals
    • Building strong internal partnerships in order to ensure that each conference or event reflects the goals and expectations of our internal clients
    • Maintaining technology and operational processes and continuously making recommendations for improvements


    • Very personable, flexible, organized, detail-oriented, and able to juggle a variety of important duties in an extremely fast-paced environment
    • 1–2 years of experience within the events industry preferred
    • Creative and innovative; a self-starter who generates ideas
    • Strong follow-up and time management skills; ability to remain calm and stay focused under pressure
    • Enthusiastic and energetic professional demeanor
    • Customer-focused attitude
    • Team player; respectful of other people’s time
    • Demonstrated negotiation skills
    • Positive and adaptable approach to problem solving
    • Completion of meeting management certification (or equivalent) preferred
    • Proficient in Microsoft Word, Excel, and Outlook, as well as in conducting Internet research, preferred
    • Able to travel up to 10 percent of the time


    Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please submit your application right away.


    Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.



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