Senior Program Coordinator

Home Office Visit Coordinator

An entry-level professional in the field of Administration / Support / Service. Uses professional concepts to resolve problems of limited scope and complexity. Limited or no prior experience in this role.

Job Summary : The Home Office Visit (HOV) team is expanding to support and further enhance the visiting advisor experience at both the home office and select events and conferences. 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 Coordination and Logistics for several programs.
• Act as the point person between the team and the speakers, including home office 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.
• Create and 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.
• Manage any pre- and post-work for conferences to ensure effective distribution and follow up.
• Create surveys to send 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 one or two local conferences a year to gain exposure to the atmosphere 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.
• Create and manage a SharePoint site (or equivalent) for gathering information around firm wide programs.
• Create proposals and gain approval for said proposals for submitted programs in order to facilitate the creation of an annual education guide.
• Manage the relationship with Marketing to design, create, and promote the final education guide.
• Cross-train HOV process across affiliation models.
• 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

Skill in

Ability to

Educational / Previous Experience Requirements

Education

High School (HS)

Work Experience

General Experience - 3 to 6 years

Certifications

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.