• Learn and utilize scheduling software and tools for accurate appointment management
• Assist in maintaining schedules for various clients, ensuring accuracy and timely updates
• Monitor and adjust schedules to accommodate changes in priorities and client needs
• Communicate effectively with clients and team members to confirm appointments and resolve scheduling conflicts
• Proactively identify opportunities to streamline the scheduling process and enhance client satisfaction
• Support data analysis for scheduling improvements
• Ensure efficient administrative operations within the department
• Swiftly encode files and materials needed by clients
• Cordially assist clients with questions or concerns about their appointments and accounts
• Contribute to the conceptualization and execution of long-term department projects
  
  

• Relevant college courses or past experiences in calendar management/scheduling/appointment setting and encoding are a plus
• Strong organizational skills with an eye for detail
• Effective communication skills, both written and verbal - able to empathize and use intuition when communicating with clients
• Proficiency in using basic software (Microsoft Office Suite, Google Workspace, etc.)
• Ability to adapt to new software and tools quickly
• Eagerness to learn and grow within a dynamic and fast-paced fintech environment
• Problem-solving mindset with a willingness and strong desire to take initiative
• Ability to work well in a collaborative team environment
• Strong analytical, planning, and time-management skills
• Ability to multitask
• Comfortable with handling phone calls

Please refer to job description.