What are the responsibilities and job description for the Scheduling Coordinator position at InFocus Financial Advisors Inc.?
JOIN OUR TEAM AS A SCHEDULING COORDINATOR IN SALISBURY, MD
Do you thrive in a collaborative, client-focused environment where your voice matters? InFocus Financial Advisors, Inc., a small boutique firm in Salisbury, MD, is looking for a dedicated Scheduling Coordinator to join our growing team.
About Us
We're a small, tight-knit firm committed to delivering thoughtful, comprehensive financial planning to individuals and families. We pride ourselves on our integrity, personalized service, and a team-first culture where everyone contributes to our clients' success.
SUMMARY
As a Scheduling Coordinator you will primarily be responsible for coordinating appointments, maintaining accurate calendars, communicating with clients, and proactively managing scheduling needs.
SALARY & BENEFITS
$40,000 - $50,000 plus structured bonuses. Base Salary will be based on education and experience.
Year-end profit sharing contribution up to 15%, 4% 401(k) matching, quarterly bonus, health insurance, and other employee lifestyle benefits.
ESSENTIAL DUTIES & RESPONSIBILITIES: REQUIREMENTS:
- Manage and coordinate client appointments for financial advisors and other team members
- Schedule annual, planning, investment review, and other client meetings.
- Confirm appointments and communicate meeting details clearly to clients
- Work closely with advisors and team members to understand scheduling priorities and special clients needs
- Assist with preparing the team for upcoming meetings
- Help manage incoming calls and client requests
- Provide administrative and client-service support as needed (such as generating paperwork, etc.)
As with any small company job duties have a tendency, and need, to be fluid at times to ensure the company runs smoothly. Because of this the employee should be prepared to assist other departments with different job duties as the need arises to ensure the team effort is executed successfully.
REQUIREMENTS:
Experience/Education
- High School Diploma
- Additional Certifications are a plus
Computer Skills
- Very proficient in Microsoft Office (Word and Excel)
- Experience with Calendaring Software
- Organizational Skills and Attention to Detail
- Great Math Skills
Health Insurance Subsidy for Personal Coverage
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Retirement plan
Education:
- High school or equivalent (Required)
Language:
- English (Required)
Shift availability:
- Day Shift (Required)
Ability to Commute:
- Salisbury, MD 21804 (Required)
Work Location: In person
Salary : $40,000 - $50,000