Associate Meetings Planner

Saint Petersburg, FL, USA|Onsite

Job Overview

Employment Type

Full-time

Work Schedule

Standard Hours

Benefits

Medical insurance

Dental Insurance

Vision Insurance

Life insurance

critical illness insurance

accident insurance

Disability Benefits

retirement savings

Paid Time Off

Parental leave

Job Description

Raymond James is a diversified financial services company known for its client-first approach, commitment to integrity, independence, and long-term perspective in serving its customers. As a leader in the financial industry, Raymond James offers a range of services that include investment banking, wealth management, and capital markets. The firm prides itself on fostering a collaborative and inclusive work environment where associates are encouraged to develop professionally, take ownership of their work, and contribute to the continuous evolution of the organization. Operating with a strong emphasis on values, Raymond James supports a culture that honors diversity and ensures equal employment opportunities based on merit and business needs.

The role of Meeting and Event Planner at Raymond James involves assisting in the planning and coordination of corporate meetings and events, primarily focusing on managing small to medium size programs throughout their entire lifecycle—from initiation and planning to execution and closure. This position operates under general supervision, using specialized knowledge gained through experience or formal training to perform various tasks with minimal need for judgment or creativity in routine decision-making. The Meeting and Event Planner is responsible for creating online registration systems, compiling expenditures, producing executive communications, managing travel logistics in coordination with an internal travel agency, and providing on-site event coordination including hotel staff liaison and program logistics. The role requires excellent organizational skills to balance multiple concurrent events and administrative capabilities to support the meeting planning group effectively.

Candidates for this position should have a Bachelor's degree in Business Administration, Hospitality, or Marketing and possess 7 to 12 months of related work experience. The role accommodates a hybrid work style and requires less than 25% travel. The compensation package includes base salary, potential bonuses or commissions, and a comprehensive benefits package featuring medical, dental, and vision insurance, life and critical illness insurance, disability benefits, retirement savings, paid time off, and parental leave. Raymond James values associates who demonstrate the firm’s core behaviors of developing skills, collaborating with others, making decisions with clients’ best interests in mind, delivering results responsibly, and continuously improving their work. This opportunity allows individuals to grow professionally within a supportive, people-first culture that celebrates authenticity and diverse experiences.

Job Requirements

Bachelor’s degree in Business Administration, Hospitality, or Marketing
7 to 12 months of relevant work experience
Ability to work hybrid with less than 25% travel
Proficiency in Microsoft Office
Knowledge of corporate travel policies and database management
Excellent organizational, communication, and time management skills
Ability to handle multiple priorities in a fast-paced environment
Strong decision-making and problem-solving skills

Job Qualifications

Bachelor’s degree in Business Administration, Hospitality, or Marketing
7 to 12 months of related work experience in meeting and event planning or a similar role
Proficiency with Microsoft Office suite
Experience with database management
Knowledge of corporate travel policies
Strong written and verbal communication skills
Basic reasoning and decision-making abilities
Project management experience
Organizational and time management skills
Basic accounting knowledge
Ability to provide high level customer service

Job Duties

Manage aspects of small to medium size programs through their entire lifecycle including initiation, planning, execution, and closure
Create and maintain online registration systems for meetings and events
Compile and record meeting expenditures and other post meeting data in the meeting planning database
Create key communications, both digital and print, for executives and attendees
Manage air processes with in-house travel agency including lift analysis, approved traveler lists, manifest coordination, and trip approvals
Provide on-site coordination of events, coordinating hotel staff and program logistics
Manage time effectively to balance multiple events at different stages
Perform administrative duties for the meeting planning group
Perform other duties and responsibilities as assigned