Scheduling Coordinator

4 weeks ago

San Diego, United States Centura Wealth Advisory Full time
Centura Wealth Advisory, a dynamic, registered investment advisory (RIA) firm serving both high-net-worth and ultra-high-net-worth individuals/families, is seeking an experienced Scheduling Coordinator. As the Scheduling Coordinator, you will be a key player in keeping our team on track with scheduling a large volume of client meetings, ultimately creating an unmatched experience for our clients. An ideal Scheduling Coordinator candidate will be friendly, open to accepting various projects, and have experience communicating directly with clients via phone & email using Microsoft Office Suite. This is a fast-paced position in which you will be able to handle a high influx of emails and requests from various team members and have excellent time management and multitasking skills.

WHAT YOU WILL DO:
• Manage calendars for 6+ Consulting Team members.
• Carry out the scheduling of a high inflow of meetings with clients & other professionals
• Assist internal recruiters with scheduling phone screens & interviews
• Provide effective management of large amount of emails and managing these emails effectively
• Execute scheduling flawlessly while ensuring there are no calendar conflicts.
• Occasionally make phone calls for scheduling and other various correspondence.
• Assist in management of our Calendly booking system and processes.
• Ensure all necessary information is prepared for meetings.
• Assist with and handling special projects as they come up.
• Anticipate issues and initiate appropriate action to ensure most effective use of the various Consulting
Team Members' time.
• Provide suggestions for new and efficient ways to create work processes as pain points arise.
• Transcribe notes from meetings with clients/professionals, as needed.
• Distribute meeting notes to clients & to teams, as needed.
• Maintain confidentiality of all sensitive and confidential issues across the organization.

WHAT WE LOOK FOR:
• 3+ years supporting C-Level Executives
• Bachelor's Degree preferred, High School Diploma is required
• Excellent interpersonal relationship skills
• Extremely articulate
• Strong knowledge of Microsoft Outlook - Calendaring & Email Management
• Ability to analytically schedule appointments & manage calendars
• Highly effective oral and written communication skills required. You will be communicating with Sr.
Leaders, High Net worth Clients, Employees (45wpm typing skill min)
• High EQ - emotional intelligence is a plus
• Microsoft Office: Outlook, Word, Excel, DocuSign
• Salesforce - preferred
• Calendly - preferred

WHAT 'S IN IT FOR YOU?
• Competitive compensation
• Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth.
• Open and supportive team-based environment
• Full medical, dental, and vision benefits
• Vacation
• Free on-site gym access
• Fully stocked kitchen - meals, snacks, and beverages

EQUAL OPPORTUNITY EMPLOYER:
Centura Wealth Advisory is an equal opportunity employer and is committed to diversity and inclusion in the
workplace. We encourage applications from all qualified individuals, regardless of race, ethnicity, gender, sexual orientation, age, disability, or religion

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