Scheduling Associate

Job Description

Play a crucial role in ensuring our clients receive outstanding service and support by joining our team as a Scheduling Associate.

GHPIA, named NerdWallet’s top financial advisor in Denver, is a fee-only financial planning and investment advisory firm offering comprehensive, integrated wealth management services for individuals and small businesses. Our team prides itself on building life-long relationships and providing unparalleled service to our clients.

The Scheduling Associate position is an in-person role at our Capital Hill Office.

Responsibilities

·        Functions as a receptionist (answers phones, greets the public, directs visitors)

·        Schedule and confirm appointments for client and prospect meetings by email and phone

·        Coordinate outreach to prospective clients and business partners

·        Continuously evaluate and improve scheduling processes and tools

·        Manage multiple team members calendars, including making reservations if needed

·        Maintain a welcoming and efficient office environment for employees and clients

Preferred Experience and Skills

·        Excellent interpersonal, verbal, and written communication skills

·        Customer Focus

·        Demonstrate positive attitude, enthusiasm, and professionalism

·        Strong work ethic with high level of integrity and ethics

·        Self-directed with the ability to prioritize and manage competing tasks

·        Problem assessment and resolution

·        Excellent operational, organizational and follow-up skills

·        Ambition to expand responsibilities and improve efficiency

·        Ability to multi-task in a fast-paced environment

·        Access to a personal and reliable vehicle to facilitate out of office responsibilities

·        Available to occasionally work outside of normal business hours

GHP Investment Advisors welcomes and supports team members from a wide range of backgrounds and life experiences. We strive to create a working environment in which all perspectives and contributions are valued.ls