ESS-Meeting Planner

The ESS meeting planner, under supervision, will assist with the planning and coordination of various in-person, hybrid and virtual meetings that may range in both 
size and scope. This may include, but is not limited to, sourcing, food and beverage, travel arrangements, written communications, continuing professional education 
(CPE) credit, equipment/material needs and more. The ESS meeting planner should have a strong attention to detail, the ability to multitask and possess excellent 
communication skills.
This position requires the ability to work on multiple projects effectively under time constraints and deadline.

1. Serve as the point of contact for assigned meetings and events including external conferences, trainings, seminars and client/team appreciation 
events. Assist with planning of assigned event aspects, including, but not limited to, sourcing, food and beverage, audiovisual equipment, 
entertainment, travel arrangements, event signs/graphic needs and other materials.
2. Leverage and deliver on procedures outlined in playbooks.
3. Conduct research and provide resources to help our internal stakeholders make decisions for meetings and events.
4. Implement meeting timelines. Prepare appropriate agendas, invitations and directions for internal stakeholders and attendees.
5. Liaise with location services teams on the successful execution of meetings on-site in RSM offices. Provide outside vendors with necessary 
details and confirm appropriate staffing. 
6. Serve as the host for assigned virtual meetings. Assist with the virtual platform including breakout rooms, polling questions and Q&A as 
necessary.
7. Assist with tracking of meeting details including budgets, check requests, invoicing and reporting.
8. Compile the necessary requirements for events requesting CPE credits.
9. Perform other duties as assigned. 

EDUCATION

Associate degree or 2+ years of experience in related field 

TECHNICAL/SOFT SKILLS (REQUIRED)

• Intermediate to advanced Microsoft Office skills, ability to learn 
• programs/software utilized by the firm and train others as needed
• Demonstrates a working knowledge of tools, resources and technology 
• required with assigned responsibilities 
• Ability to communicate, effectively with a diverse audience
• Effective organization, prioritization and time management skills, and 
• strong attention to detail
• Excellent people skills
• Strong grammar and proofreading skills and experience
• Ability to prepare presentations including charts, graphics and tables, 
• speaker notes and handouts, etc. 
• Ability to balance multiple tasks and projects

SPECIAL REQUIREMENTS SPECIFC TO JOB

• Ability to convey instructions clearly and concisely and be responsive 
• when required
• Maintains professionalism in demeanor, conversation and attire
• Ability to work on multiple projects effectively under time constraints and deadlines

EXPERIENCE

3+ years’ relevant experience in a related field or area 

LEADERSHIP SKILLS (REQUIRED)

• Ability to facilitate discussions with leaders
• Ability to manage at a macro level and identify when a refined approach is 
• necessary
• Has the ability to respond positively to changing circumstances, seeks and 
• implements change to drive business improvement and serves as a model of 
• the change
• Works collaboratively with the executive assistant supervisor/manger to provide 
• support across the enterprise particularly during peak times
• Ability to problem solve for potential scenarios that may impact the given

PREFERRED REQUIREMENTS 

• Experience with project management tool(s)