Conference & Events Assistant at Commonwealth Financial Network LLC – Waltham, Massachusetts

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Community department offers a hybrid work schedule, so you will be able to work from home on Wednesdays and Fridays.

We’re looking for a conference and events assistant to join our ranks. In this role, you will join our 14-person team to help plan and host our educational and invitational conferences. You will need a sharp eye for detail as well as the ability to take big changes in stride and juggle a wide range of duties in a fast-paced environment.

Key Responsibilities

• Event Research and Planning: Researching venues, décor, gifts, restaurants, activities, and entertainers. Provide ongoing support to the conference and events team by assisting with daily tasks, troubleshooting issues, and ensuring effective communication
• Conference and Event Administration: Coordinating and supporting all administrative aspects of conferences and events, including generating and analyzing reports, maintaining accurate historical data and records, and ensuring information is organized, up-to-date, and accessible to support planning, evaluation, and continuous improvement
• Meeting Coordination: Organizing internal meetings, both pre- and post-conference, coordinating weekly huddles, and preparing meeting minutes
• Inventory and Production Support: Keeping the production room and storage area organized and stocked, maintaining product inventory
• Materials and Supplies Management: Handling shipping and receiving conference materials and supplies, serving as the team liaison with office services

Core Strengths and Skills

• Ability to manage and oversee multiple projects while prioritizing team support
• Strong follow-up and time management skills
• Ability to remain calm and stay focused under pressure
• Enthusiastic, energetic, and professional demeanor
• Proficiency in Microsoft Word, Excel, and Outlook required
• Knowledge of Cvent and Salesforce is a plus
• Degree in hospitality or experience within the events industry preferred

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure.

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.