Commonwealth Financial Network

  • Conferences and Events Assistant

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

    In the spirit of excellence, Conferences and Events manages and coordinates the many details involved in planning educational and invitation-only conferences, as well as special events, for our advisors and their field office support staff, in addition to internal events for our home office employees. This 13-person team is looking to bring an assistant on board who shares in their passion and pride for creating signature experiences.


    Would you describe yourself as someone who’s exceptionally personable, with a professional demeanor that exudes polish? Are you the type who zeroes in on every little detail? As an assistant on the Conferences and Events team, you’ll need to be flexible enough to roll with the changes—and agile enough to juggle a wide array of duties in a fast-paced environment. Every day stands to offer something new.


    Key responsibilities

    • 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 in Marketing 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 post-conference, 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

    Core strengths

    • Very personable, flexible, organized, detail-oriented, and able to juggle a variety of important duties in an extremely fast-paced environment
    • 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
    • Able to travel up to 10 percent of the time, if needed
    • Positive and adaptable approach to problem solving

    Additional skills and knowledge

    • 1–2 years of experience within the events industry preferred
    • Completion of meeting management certification (or equivalent) preferred
    • Proficient in Microsoft Word, Excel, and Outlook, as well as in conducting Internet research, preferred

    Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.


    About Commonwealth—and Our Anything but Common® Culture


    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 delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.


    That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.


    Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more, Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.


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


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