Find & Apply For Scheduler / Operations Coordinator Jobs in New Bedford, Massachusetts

High-volume, fast-paced, growing financial planning firm is seeking a talented, confident, enthusiastic candidate to provide full-time in-office support. Responsibilities for this role include but are not limited to:

• Scheduling client review meetings for busy financial adviser via phone Reaching out to clients via phone regularly Prioritize and systematically work through tasks and emails daily to meet deadlines. Prepare materials for client review meetings. Greet clients. Maintain office supplies and assist in resolving any technology-related issues. Qualifications
• Superior phone skills required.
• Desire to be part of a team - with the planners, other administrative staff and clients.
• Eagerness to learn and coachable.
• Excellent organization skills with ability to prioritize workflow
• Ability to multitask and shift focus in a fast-paced environment.
• Extreme attention to detail and the ability to work independently.
• Impressive written and verbal communication skills and professional demeanor to effectively communicate with high-net worth clientele.
• Proactive approach to client service with keen appreciation for the needs and interests of our clients and advisors.
• Proficiency in computer skills (Microsoft Office).
• Successful completion of a background check, fingerprint screening and previous employment verification

Benefits/Compensation:

• Salary $55,000.
• Health, dental and vision insurance offered.

Qualified candidates should submit resume and salary requirements with brief cover letter explaining why the position is of interest.

Equal Opportunity and Affirmative Action Employer Job Type:

Full-time Pay:

$55,000.00 per year

Benefits:

Paid time off Ability to

Relocate:

New Bedford, MA 02745: Relocate before starting work (Required)

Work Location:

In person