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
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.
Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.
Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
Come #SoarWithUs and be a part of the Freedom family!
Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org
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