Meetings & Events Specialist

LPL Financial•San Diego, CA

1d•$25 - $42

About The Position

The Meetings & Events Specialist will support leadership within the Business Development group and be responsible for coordinating due diligence trips of prospective advisors to the San Diego, CA home office. Additionally, the position will serve as a primary liaison between the Home Office, Business Development Regional Directors, and Internal Regional Directors.

Requirements

3-5 years experience working in a corporate environment, ideally in a travel coordination or planning function
Ability to maintain a high level of professionalism and customer service
Must be precise, detail-oriented, and possess strong organization skills
Excellent attention to detail
Superior communication skills, both in person and over the phone, as well as written
Extremely proactive
Comfortable in a fast-paced environment, ability to multi-task
Effective in interacting with senior management and all levels of staff
Must be proficient in all Microsoft Office applications (Outlook, Excel, Word, PowerPoint)

Nice To Haves

Bachelor’s degree

Responsibilities

Logistical planning and coordination of Home Office Visits for prospective advisors - this will include calendar management, travel arrangements, agenda construction and scheduling, and the overall client experience
Coordinating sales meetings
Building and maintaining relationships with various vendors including hotels, car services, and travel agencies
Reporting, handling of expense accounts, and calendar management
Partnering closely with other departments within LPL to accomplish the primary responsibilities

Benefits

LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

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