You Will:
-Assist with research projects related to the wealth management industry
-Support compiling invitation lists from Advisor Database for Advisor Summits
-Update database of attendees to clean up duplicates and outdated information
-Remove outdated reports and videos from database
-Personal Outreach to summit invitees (via phone or email)
-Help answer conference inquiries (website, email and phone) and filter to the correct department
-Provide information and support to attendees as it relates to Advisor Summits, Regional events, and Advisor Rankings
-Help with communications to conference speakers
-Help maintain data for conference speakers and content submissions
-Update the accuracy of conference content in internal databases, websites, and printed materials
-Support and organize the Continuing Education Credit application process
-Work in systems to manage projects, including FileMaker and Cvent