What are the responsibilities and job description for the Client Services Appointment Scheduler position at Law Offices Of David L Carrier P C?
Statement of Purpose:
The Scheduler is the person who updates, maintains, organizes and verifies the calendars of each person in each of our offices that conducts client meetings.
This person will be a hard-working, detail oriented, professional with the ability to handle competing priorities and strict deadlines with a smile on their face. This person will be comfortable incorporating new and effective ways to achieve better results.
Objectives, tasks, duties, functions & responsibilities:
- Scheduling, rescheduling, confirming and canceling appointments
- Assisting in the closing of sales meetings, preparing invoices, taking payments
- Follow up phone calls made to clients or potential clients to schedule next meetings
- Design and maintain monthly “out of office” calendars for staff members that work in more than one office
- Answering incoming phone calls, transferring phone calls to appropriate staff members and sometimes taking messages.
- Office opening/closing procedures.
- Monitoring the number of each meeting type scheduled by week so that we do not overbook our production departments
- All preparation and management of workshops including but not limited to, scheduling, registration, room set-up, ZOOM webinar, sign-up clients, and client follow-through the sales funnel, tracking results in excel, and achieving conversion goals.
Education Required: Bachelor’s Degree or equivalent in work experience
Qualifications / Specific Skills required:
•At least 2 years of customer/client service experience in a professional environment
•Type 60 wpm with better than 96% accuracy
•Proficient in all Microsoft office programs
•Excellent communication skills both verbal and written
•Experience with the LawMatics and Clio database software is a plus
Work Location: Grand Rapids 4 days per week, Holland, Norton Shores or Portage once per week.
* This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities. There may be unplanned activities and other duties assigned.