RRemoteville
Timeline Optimization Group logoTimeline Optimization Group

Appointment Scheduler

Skills
CalendarsCareer DevelopmentEasily AdaptableGEDMicrosoft ExcelMicrosoft WordSales
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • High school diploma or GED
  • Must successfully pass a criminal background check
  • Proficient with Microsoft Word and Excel
  • Excellent communication skills and professional phone presence
  • Organized detail-oriented and capable of multitasking effectively

Nice to have

  • Customer service experience
  • Scheduling experience
  • Sales experience

Day to day

  • Communicate with current clients of financial advisers by phone and email in a professional and courteous manner.
  • Use scripted qualifying questions to identify client interests and needs accurately and efficiently.
  • Schedule confirm and manage adviser appointments while keeping calendars organized and up to date.
  • Follow up with clients to maintain engagement and deliver a positive service experience.