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Fidelity Investments

Events Coordinator

Lynn, MA, USA|Remote, Onsite

Job Overview

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Employment Type

Full-time
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
hybrid work schedule
Professional Development

Job Description

Fidelity is a renowned financial services corporation dedicated to providing investment management, retirement planning, portfolio guidance, and brokerage services to a wide range of clients. Known for its commitment to innovation, client satisfaction, and integrity, Fidelity delivers solutions that help individuals and institutions achieve financial well-being. As a global company with a robust presence in the financial sector, Fidelity fosters a dynamic work environment that encourages professional growth and collaboration among team members. The company's Meetings & Events team plays a crucial role in organizing impactful client events, industry conferences, and internal meetings to engage clients and associates alike.
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Job Requirements

  • Bachelor's degree or equivalent experience
  • 1-3 years experience in event coordination or event support
  • proficiency with Cvent event management or database software
  • strong attention to detail
  • excellent communication skills
  • capability to multitask and coordinate across departments
  • analytical skills and knowledge in data management
  • proficiency in Microsoft Outlook calendar management
  • proficiency in Microsoft Excel, Word and PowerPoint
  • willingness to work some overtime when required

Job Qualifications

  • Bachelor's degree or equivalent experience
  • 1-3 years experience in event coordination or event support
  • experience with Cvent event management or database software
  • strong attention to detail
  • excellent communication skills
  • ability to multitask and coordinate between different departments
  • analytical skills and knowledge in data management of events
  • proficiency in Microsoft Outlook for calendar management and scheduling
  • proficiency in Microsoft Excel, Word, and PowerPoint

Job Duties

  • Coordinate in-person events
  • build registration sites in Cvent
  • communicate with planners and key business partners on event logistics, registration status, scheduling, attendance and attendee feedback
  • plan for and execute the creation and printing of name badges, agendas, attendee lists, biographies, and all other meeting materials requiring production
  • run registration reports from Cvent for distribution to planning teams
  • cross check hotel rooming lists and travel manifests as needed
  • ship meeting collateral and supplies to off-site events and tradeshows
  • research premium items, negotiate pricing and maintain inventory status on and ship to events as necessary
  • assist with eReview
  • process invoices and follow up on status of payment on an ad hoc basis
  • research and source venues, premiums, speakers and ad hoc requests
  • arrange group and individual transportation
  • provide on-site support for local events in Boston and New England
  • manage registration for virtual events within Cvent
  • create and build registration sites for virtual events
  • manage registration, calendar holds and confirmations
  • provide registration summary updates to planning team
  • schedule weekly meetings to meet deadlines
  • collect, analyze and report feedback from all events to business owners
  • manage mailbox and weekly meeting notes distribution to planning team
  • create replay site in Cvent
  • collaborate with business units to determine reporting and dashboard requirements in Cvent
  • schedule meetings, arrange travel and handle expense reports for leadership team
  • schedule meetings and take notes
  • build ad hoc and customized reports and dashboards in Cvent

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

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