Administrative Project Assistant
Milwaukee, Wisconsin, United States
• Assisting Enterprise Meetings and Events team with logistical planning for the Annual Meeting; documenting session details, meeting space assignments, AV requirements, food and beverage selections• Preparing and assembling registration packets for special groups: Forum Advisors, Private Client Group Advisors, Late Registrants• Collaborating with colleagues to manage the Roots & Wings Race registration packet pick up onsite and late registration onsite• Collaborating with colleagues to manage volunteers for Home Office Tours, Ground Transportation, and Summer Social; creating the volunteer schedule; developing and facilitating the volunteer training• Reconciled 2021-2022 final invoices for Forum Symposium, Managing Partners Conference, Managing Directors Conference, and Lives Leaders Summit for final payment processing and 2023 Forecasting