Meeting Planner II
Raymond James - Saint Petersburg, FL

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  • 1300023
Description : Job Summary: Under limited supervision, uses knowledge and skills obtained through experience, specialized training or certification to plan and arrange corporate meetings and events. Participates in projects of moderate scope and complexity and may serve as a technical advisor to others. Guidance is provided to perform varied work that is somewhat difficult in nature, requiring some evaluation, originality and ingenuity to make moderately complex decisions. Recommends solutions to complex problems. Extensive contact with internal customers and vendors is required to identify, research and resolve problems and coordinate work efforts. Essential Duties and Responsibilities:
Plans and arranges meetings and other medium to large corporate events, including assisting in the negotiation of contracts.
Establishes relationships with hotels and other meeting space providers.
Compiles and records hotel information, expenditures and other post meeting information in the meeting planning database.
Creates hotel contract summary by transferring pertinent information from contract to contract summary and obtains appropriate approvals.
Prepares Requests for Proposal.
Collaborates with internal customers on meeting logistics, including food and beverage, audio/visual requests and other special needs and communicates with the meeting facility.
Assists in organizing group functions for large events, including off-site activities, transportation and entertainment.
Communicates group requirements and attendee lists to travel coordinators.
Provides on-site coordination of events, including coordinating hotel staff and program logistics.
Continues other meeting planning services when coordinating events at an off-site location.
Tracks and manages all group reservation cut-off dates and deposits.
Assists with web page design and maintenance for the corporate travel website, as required.
Responds to employee questions about corporate travel policies.
Prepares and delivers written and oral presentations about meeting and event plans and logistics to internal customers.
Performs other duties and responsibilities as assigned.
Qualifications : Knowledge, Skills, and Abilities: Knowledge of:
Intermediate level concepts, practices and procedures of meeting and event planning.
Corporate travel policies.
Database management.

Online reservation systems Skill in:
Planning and arranging meetings and other medium to large corporate events.
Negotiating contracts.
Establishing relationships with hotels and other meeting space providers.
Compiling and recording information, and expenditures in a meeting planning database.
Preparing Requests for Proposal.
Gathering and communicating customer requirements.
Organizing small group activities for conventions and other large events.
Providing on-site coordination of meetings and events.
Tracking and managing reservation cut-off dates and deposits.
Designing and maintaining web pages.
Preparing and delivering written and oral presentations.
Operating standard office equipment and using required software applications.

Ability to:
Establish relationships with hotels and other meeting space providers.
Partner with other functional areas to accomplish objectives.
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
Incorporate needs, wants and goals from different business unit perspectives into meeting plans.
Attend to detail while maintaining a big picture orientation.
Read, comprehend and apply information from professional publications.
Incite enthusiasm and influence, motivate and persuade others to achieve desired outcomes, without organizational authority.
Interpret and apply policies and identify and recommend changes as appropriate.
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Communicate effectively, both orally and in writing.
Work independently as well as collaboratively within a team environment.
Handle stressful situations and provide a high level of customer service in a calm and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Maintain professional currency. Educational/Previous Experience Requirements: Bachelor's Degree (B.A.) in a related discipline and a minimum of three (3) years experience in corporate meeting planning. ~or~ Any equivalent combination of education, training and/or experience approved by Human Resources.
Licenses/Certifications: Certified Meeting Professional or ability to obtain certification.

Raymond James Financial, Inc. - 2 years ago - save job
About this company
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You can call it Ray. You can call it Ray Jay. But Raymond James Financial will do just fine. The company offers investment and financial...