What are the responsibilities and job description for the Scheduling Coordinator position at Retirement Education Partners, Inc.?
About Us
At REP / Bickerstaff Investment Group, we help individuals and families plan, build, and protect their financial futures. Our advisors and support teams work together to deliver personalized service, trusted guidance, and a client experience built on clarity and care. We're looking for a Scheduling Coordinator to join our growing team - someone who thrives in a fast-paced, professional environment and takes pride in keeping operations running smoothly behind the scenes.
Position Overview
The Scheduling Coordinator plays a vital role in connecting our clients, prospects, and advisors. You'll serve as the central point of communication, ensuring that appointments, meetings, and calendar activities are scheduled accurately and efficiently. This position requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities while maintaining a professional and friendly demeanor.
Key Responsibilities
- Scheduling: Arrange, confirm, and manage appointments and meetings to support advisor productivity and client engagement.
- Coordination: Serve as a liaison between clients, prospects, advisors, and internal teams to align schedules and ensure smooth operations.
- Communication: Respond promptly to scheduling requests and updates via email, SMS, and phone, keeping all parties informed.
- Collaboration: Work closely with the marketing and advisory teams to convert inbound inquiries into scheduled appointments.
- Administration: Maintain accurate calendars, update CRM records, set up virtual meetings, and assist with daily administrative tasks.
- Problem-Solving: Identify and resolve scheduling conflicts quickly and efficiently to maintain a seamless client and advisor experience.
Required Skills & Qualifications
- High school diploma required; Bachelor's degree or equivalent experience preferred.
- Strong organizational and time management skills.
- Excellent attention to detail and accuracy.
- Clear and professional verbal and written communication.
- Proficiency with technology and willingness to learn new systems.
- Ability to multitask effectively in a fast-paced environment.
- Professional attitude and commitment to teamwork and service excellence.
Additional Requirements
All candidates must successfully pass a criminal background check and a financial background review conducted in compliance with FINRA and SEC regulations, as part of the hiring process. (These checks are standard for positions within the financial services industry and help ensure the highest standards of integrity and client trust.)
Why Join REP / BIG
- Be part of a respected and growing financial services organization focused on integrity, professionalism, and client success.
- Collaborate with a team that values precision, effective communication, and trust.
- Play a key role in ensuring efficiency and excellence across the firm's operations.
If you're organized, tech-savvy, and passionate about supporting a high-performing advisory team, we'd love to hear from you. Apply today and help us deliver the exceptional experience our clients expect.