Event Coordinator

Job Description:

The coordinator will support the Wealth and Brokerage Meetings & Events team.  This individual will assist in coordinating logistics and event execution for a variety of programs – both virtual and in-person.

The Expertise and Skills You Bring

The successful candidate must have the ability to take initiative and work independently as well as follow direction. Candidate must be extremely organized and able to balance multiple projects simultaneously under stringent time constraints. Incumbent must be a true team player, willing to assume new responsibilities as they may arise, and flexible to working some overtime when required.  Some local travel required to events.

• Bachelor’s degree
• 1-3 years’ experience in event coordination or event support.                        
• Attention to detail
• Strong communication skills
• Cvent Event Management/Database software experience
• Analytical skills and knowledge in data management of events
• Fully proficient using Microsoft Outlook – Calendar management and scheduling
• Fully proficient in Microsoft Excel, Word, and PowerPoint

The Value You Deliver

• In person events
  • Create registration sites in Cvent for large events
  • Coordinate and upload data for event mobile app used with both client and internal events
  • 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 (tent cards, dinner cards, etc.)
  • 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 as necessary
  • Process invoices and follow up on status of payment, etc. on an ad hoc basis
  • Research and source venues, premiums, speakers and ad hoc requests
  • Arrange group and individual transportation
  • On-site support for local events in Boston and New England to manage registration
  • Other administrative duties as assigned
• Virtual Events
  • Scheduled weekly meetings to meet on deadlines
  • Registration management with in cvent
  • Create and build registration site, replay site in cvent
  • Create registration/calendar holds/confirmations communications
  • Registration summary update and weekly meeting recaps distributed to planning team
  • Ensure that feedback from all events is collected, analyzed, and reported out to business owners.
  • eReview registration site and communications
  • Mailbox management

The Team

The Meetings & Events teams organize client events and industry conferences to support outreach to new and existing clients. The team also coordinates internal meetings to communicate with Fidelity associates.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.