What are the responsibilities and job description for the Administrative Assistant/Scheduling Coordinator position at R. Miller & Associates?
Summary:
Join our high performing and Forbes recognized "Best in State Wealth Management Team' as an Administrative Assistant Scheduling Coordinator. Elevate your career in a culture focused, mission and values driven environment that leverages your unique skills and contributions alongside other dynamic professionals.
Benefits:
- Hybrid work environment
- Paid company incentives
- Paid time off/paid holidays
- Paid volunteer opportunities
- Company donation match
- Health, Vision & Dental Insurance
- Health Savings Account
- 401k & Company Match
- Company paid insurances: short-term disability, long-term disability, long-term care, AD&D
- Company outings
Primary Responsibilities:
- Schedule, confirm, and reschedule visits and meetings.
- Ownership and involvement with the visit and meeting confirmation and rescheduling process.
- Look for opportunities to keep the calendar as efficient and up to date as possible.
- Make outbound calls to clients and/or prospective clients to schedule visits.
- Maintain a professional and welcoming demeanor when greeting and interacting with clients, whether in person, or over the telephone or email.
- Answer questions and provide readily available information to clients with support relating to their visits.
- Promptly respond to emails, calls, and voicemails as necessary.
- Utilize to-do lists, calendars, computer software or other work/time management systems.
- Perform other duties as assigned by the Financial Advisor(s) or other leaders.
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Schedule:
- Monday to Friday
Education:
- Associate (Preferred)
Experience:
- Financial services: 1 year (Preferred)
- Calendar management: 2 years (Required)
- Appointment scheduling: 2 years (Required)
Work Location: Hybrid remote in Wellesley Hills, MA 02481
Salary : $45,000 - $65,000