Timefficient, LLC · 1 day ago
Scheduling Coordinator
United States
Contract
Remote
Mid Level
3+ years expTimefficient, LLC is the financial industry's most effective scheduling and territory management firm. The Scheduling Coordinator will provide appointment scheduling support to the sales team, contributing to increased productivity across the team and business.
ConsultingEmail MarketingManagement Consulting
Responsibilities
Scheduling face-to-face and/or virtual meetings
Prepare and edit written and verbal correspondence to Financial Professionals
Provide meeting follow-up support with email campaigns and outbound phone calls
Use CRM software to manage advisor lists, log activities, and record information
Perform other duties as assigned
Qualification
Required
Minimum of three years of relevant professional work experience
Solid knowledge of Microsoft Office, particularly with Excel and Outlook
Professional presentation and excellent communication skills; understanding of written business communication standards
Comfort with outbound calls
Proven ability to prioritize and adapt to a dynamic work environment
Previous CRM/customer service/relations experience
Preferred
Experience with scheduling software or technology a plus
Company
Timefficient, LLC
Timefficient, LLC is the financial industry’s most effective scheduling and territory management firm.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Zully DiLascio
President and Founder
Company data provided by crunchbase