Job Overview
We are seeking a detail-oriented and organized Scheduler to join our team. The ideal candidate will play a crucial role in managing appointments and ensuring the smooth operation of our financial practice. This position requires strong communication skills and the ability to handle multiple tasks efficiently in a fast-paced environment. The Scheduler will be responsible for coordinating schedules, managing client information, and supporting the overall administrative functions of the practice.
Duties
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Manage and coordinate client appointments.
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Review uploaded documentation for accuracy and completeness.
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Assist in maintaining our CRM database to ensure client data is up to date.
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Assist with clerical tasks, including electronic filing, data entry, and record keeping.
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Serve as a backup receptionist, greeting clients and addressing inquiries professionally.
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Collaborate with Advisors and Operational Team Members to optimize scheduling efficiency.
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Ensure confidentiality of client information in accordance with our practice's regulations.
Skills
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Strong documentation review skills to ensure accuracy.
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Experience with clerical duties in a fast-paced setting.
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Excellent organizational skills with attention to detail.
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Strong communication skills, both verbal and written, to interact effectively with clients and team members.
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Ability to manage time effectively and prioritize tasks in a busy environment.
Join our dedicated team as a Scheduler, where your contributions will directly impact clients and operations. We look forward to welcoming a motivated individual who is eager to grow within our organization.
Education and other designations:
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High school degree or higher
This position will be an employee/contractor of an independent Franchise Advisor, not of Ameriprise Financial.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals.
We believe that with the right advisor, the right advice, and the right firm, life can be brilliant.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Learn how you can build your career at Ameriprise Financial.
*Ameriprise Financial Q2 2020 Statistical Supplement
All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested.
By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
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