Meeting & Events Planner

Transamerica•Philadelphia, PA

1d•$68,000 - $83,000•Hybrid

About The Position

The Meeting and Events planner will plan and execute a variety of World Financial Group meetings and events. This person will work closely with clients, vendors, travel specialists and marketing coordinators to provide quality programs and the highest-level customer service to event participants.

Requirements

Bachelor’s degree in marketing or relevant field, or equivalent combination of education and experience
Three years of related work experience
Proficient computer skills including email, routine database activity, word processing, spreadsheets, graphics, etc.
Excellent interpersonal skills and the ability to work with diverse personalities in a tactful and flexible manner
Good reasoning skills and sound judgment
Ability to handle multiple projects, while meeting related deadlines

Nice To Haves

Event management software (Stova, C-Vent or similar)

Responsibilities

Plan small/medium size meetings and events and assist with larger meetings for employees and clients.
Provide support to the client before, during and after meetings and events.
Update and follow meeting checklists.
Execute on-site support when applicable.
Research meeting sites, hotels, and other vendors to compare services and cost estimates.
Negotiate terms and conditions of contracts and ensure all company clauses are included.
Create registration website.
Develop necessary reports (rooming lists, manifests, etc.)
Handle food and beverage selections, and determine needs for audio-visual, transportation, and other services as needed.
Allocate planned budgets for meetings and events.
Ensure materials (invites, websites, presentations, etc.) are compliance approved and meet brand standards.
Maintain accurate and updated meeting records.
Apply fundamental concepts; work on assignments of limited scope and complexity with some oversight; make recommendations for changes to procedures and perform varied work requiring some originality or ingenuity.

Benefits

Compensation
Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs