If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Community department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays. 

We’re looking for a coordinator for our conferences and events team who shares our passion for creating signature events. As a coordinator, you will help plan and host our firm’s educational and invitational conferences, as well as special events.

Key Responsibilities 

• Assisting with the planning and execution of conferences including but not limited to, working with vendors, hotels, and sponsors
• Conducting research to select venues, decor, restaurants, activities, children’s programming, and entertainers
• Serving as a liaison between the the event technology specialist and project manager to ensure that all design, communication, reporting deliverables deadlines are set and met
• Coordinating administrative aspects of conferences and other events, including entering data and maintaining databases, coordinating mailings, reporting, historical tracking, and so forth
• Acting as a liaison with travel vendors for flight bookings and changes
• Proofreading transportation manifests, hotel rooming lists, and conference collateral
• Collaborating with event technology specialist on internal conference software, Cvent, for building, registration and websites
• Organizing internal meetings pre- and post-conference, analyze feedback survey and identify future program trends
• Proactively taking on additional department process, marketing, organizational, and training initiatives
• Working collectively with planner during the entirety of the pre-planning process as well onsite execution of programs and support

Core Strengths and Skills

• Personable, flexible, organized, detail oriented, and able to juggle a variety of important duties in a fast-paced environment
• Desire to complete the meeting management certification or equivalent
• Self-starter who generates ideas
• Ability to remain calm and focused under pressure
• Strong follow-up and time management skills
• Great attitude and client focus
• Ability to travel up to 15-20 percent of your time

Additional Skills and Knowledge

• 1–3 years of experience in a coordinator role, planning and executing events
• Highly proficient in Microsoft Word, Excel, Outlook, and internet research preferred
• Experience with Cvent and Salesforce a plus

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure. 

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.