California Jobs
Part Time Scheduling Coordinator
This job is now closed
Job Description
- Req#: 32496338530
- Calendar Management: Oversee and maintain calendars for multiple advisors, ensuring accuracy and timeliness. Proactively resolve scheduling conflicts and communicate changes.
- Client Scheduling and Meeting Coordination: Schedule and confirm client meetings (Advisory Reviews, Prospect Meetings), ensuring compliance and proper documentation.
- Phone and Communication Support: Answer and direct incoming calls via Zoom phone system, monitor call queue voicemails, and forward messages appropriately. Serve as a professional point of contact for scheduling inquiries.
- Internal Coordination: Schedule internal meetings, trainings, webinars, and practice sessions. Coordinate CEO and COO calendars, including travel arrangements.
- 3+ years of recent experience in calendar management, preferably supporting multiple team members
- Strong attention to detail and ability to communicate clearly and professionally
- Discreet with confidential client information
- Proficient in Zoom, Salesforce, Microsoft 365, and general computer systems
- Highly dependable, organized, and motivated
- Strong time management and ability to adapt to a fast-paced work environment
- Experience in a financial or professional services environment is a plus
- California and Colorado residents preferred
Part-Time Scheduling Coordinator
Location: Remote (quarterly visits to Redlands, CA)
Schedule: Monday-Friday, 9:00 AM - 2:00 PM PT | Pay: $25/HR.
Join a Fast-Growing Investment Management Firm!
Are you an organized, detail-oriented professional with experience in calendar management? Our client, a well-established investment management firm, is looking for a Part-Time Scheduling Coordinator to help streamline scheduling and ensure smooth communication across their team. If you're proactive, reliable, and thrive in a fast-paced, remote work environment, this could be the perfect opportunity for you!
Key Responsibilities:
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