Under the general guidance of the Director of Training & Events, the Meetings & Events Assistant will be responsible for helping to coordinate the full lifecycle of the Firm’s training programs to include planning, production, and execution of webinars and workshops, as well as assisting with other client-related events. Serve as Event Lead for the planning and execution of event logistics including: • Event timelines and checklists; • Track payments and follow up with unpaid registrants; • Speaker coordination and technical support; • Ensure correct number of polls, enter into Zoom, and track timing for CPE credit; • Continuing education credit coordination, including issuing continuing education certificates; • Proofreading and producing slides, nametags, handouts, and other materials; • Attendee communications, including registration/RSVPs, dietary restrictions and special needs, and LMS messaging; • Setting up and running AV equipment; • Virtual and in person event host and technical lead; • Post-event attendee follow-up; • Assist Client Services Coordinator with event registration, payment, and other customer inquiries; • Maintain a detailed electronic filing system for all Training Department events; • Create and maintain event summaries for all trainings along with final expenses; • Review and summarize post-event attendee evaluations for all webinars, workshops, and offsite events. General Department Activities • Assist in updating and maintaining email campaign lists in Constant Contact and development of prospects lists; • Review and suggest marketing lists for email campaigns; • Build courses in the LMS as needed; • Participate in team strategy sessions regarding programming and scheduling; and • Other duties as assigned. • Ability to work independently as well as on a team. The actual salary rate offered to candidates with that range will depend on a variety of factors, including without limitation, years of relevant experience, education, and the candidate's overall qualifications for the position as assessed by the Firm.
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