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Job Description Summary

Coordination of project processes and/or activities (or part of a project).

Job Description

Job Summary

The PCG Recruiting team is expanding to support and further enhance the visiting advisor’s experience at recruiting events, conferences and group home office visits. Candidate will be involved with all aspects of recruiting, travel and event coordination. Works under limited supervision. Applies some advanced skills to the position or specialization. May adapt procedures, processes, tools, equipment and techniques to meet the more complex requirements of the position. Deals with most problems independently and has some latitude to solve complex problems. Integrates domain knowledge with an understanding of industry standards and practices. Good understanding of how the team and department integrate with others in accomplishing the objectives of the business group. May begin to apply project management skills. Exercises considerable independent judgment and relies on experience to determine best approach to achieve desired outcomes. May recommend modifications to processes to resolve situations. Duties and tasks are frequently variable and complex. Resolves most questions and problems.

Essential Duties and Responsibilities

+ Conference Planning, Coordination and Logistics for several recruiting programs.

+ Act as the point person between the team and other internal partners, including home office visit coordinators, departments (corporate) and external speakers from partner firms and other organizations.

+ Build relationships with a wide variety of corporate departments to ensure that we are meeting their needs.

+ Partner with Marketing and HOV Coordinators to prepare all conference communications, including invites, save the dates, reviewing registration materials, etc.

+ Assist in planning agenda’s for conferences including developing and maintaining a library of content from home office and external sources.

+ Building a repeatable workflow/checklist of required tasks for effectively planning events.

+ Manage any pre- and post-work for conferences to ensure effective distribution and follow up.

+ Ensure follow up surveys are sent to attendees to assess conference content and financial advisor/attendee engagement.

+ Send attendee lists to participating sponsors and ensure the receive communications in a timely manner.

+ Send and manage outlook appointments relative to ensuring speakers and relevant attendees are blocked as needed.

+ Support conferences as needed including collecting and managing all presentations/Power Points, handouts, etc. Assist onsite at conferences when needed.

+ Attend recruiting conferences to gain exposure to the atmosphere, ensure the events run smoothly and build partner relationships.

+ Get up to speed on conference planning logistics to assist meeting planning when needed.

+ Develop a plan for and maintain content on social media platforms for programs that use it.

+ Manage the recognition programs for service associates within the businesses.

+ Coordinate recruit travel for select conferences and symposiums.

+ Assist with HOV Symposium, HOV training webinars, HOV presenter recognition and special projects

+ Performs other duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of

+ Working structure, policies, mission and strategies of the organization.

+ Project Management and Event Planning for medium to large sized events.

+ Operational processes and procedures of assigned functional areas.

+ Concepts, principles and practices of the financial services industry.

Skill in

+ Researching, planning and designing curriculum for national and regional conferences.

+ Gathering and communicating customer requirements.

+ Organizing small group activities for large events.

+ Communicating effectively and tactfully with all levels of management.

+ Developing effective relationships with all levels of branch associates.

+ Influencing others and outcomes.

+ Working across multiple departments and reporting structures to achieve results.

+ Preparing and delivering effective written and oral presentations.

+ Implementing processes and procedures for efficient and timely workflow.

+ Operating standard office equipment and using required software applications.

Ability to

+ Partner with other functional areas to accomplish objectives.

+ Incorporate needs, wants and goals from different perspectives into planning processes.

+ Read, interpret, analyze and apply information from professional publications.

+ Manage multiple priorities and multi task.

+ Build relationships and interact with all levels of management and associates.

+ Adapt to change

+ Direct large projects independently while balancing daily required tasks.

+ Maintain confidences, use sound judgment and exercise discretion to ensure integrity of performance processes.

+ Communicate effectively, both orally and in writing.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Work independently as well as collaboratively within a team environment

Educational/Previous Experience Requirements

Education/Previous Experience

+ Bachelor’s Degree (B.A.) in related field with a minimum of three (3) years of experience

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

Education

Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science, Bachelor’s: Construction Management

Work Experience

General Experience - 3 to 6 years

Certifications

PMI Certified Associate in Project Management (CAPM) - Project Management Institute (PMI)

Travel

Less than 25%

Workstyle

Hybrid

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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