Appointment Coordinator
3 weeks ago
In this key role, you will be the primary point of contact for clients and prospects, responsible for managing their interactions and scheduling meetings for our financial planners. This position is based in Forest Hill, MD, with occasional travel to the Lutherville-Timonium location.
Key Responsibilities:
- Communicate with clients and prospects via telephone and email to schedule meetings
- Manage appointment calendar for multiple financial planners in two locations (Outlook)
- Maintain industry-specific client relationship software
- Track client and prospect interactions, appointments, and tasks in CRM (Redtail)
- Assist operations department with form submission via USPS, FedEx, email, and fax
- Perform general administration and support functions as required
- Perform other duties and projects as assigned
Requirements:
- Excel (1 year of experience required)
- Computer skills
- Phone skills
- CRM (2 years of experience required)
- MS Office
Equal Opportunity Employer:
Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
If you require a reasonable accommodation to make your application or interview experience a great one, please contact .
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc.
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