Scheduling Coordinator

Position Summary

We are seeking a Scheduling Coordinator to join our team. The ideal candidate will have a passion for helping others with a proven track record of excellence. The ideal candidate will take ownership of the client experience meeting with Truss Wealth Advisors.

Role and Responsibilities

Client Scheduling:

• Call current and potential Truss clients for the partners of the firm
• Maintain accurate phoning metrics according to our client touchpoint plan
• Confirm appointments for the coming business day
• Ensure gap times in the calendar are accounted for to ensure there is enough time for travel when applicable
• Maintain calendars for the partners to ensure there are no conflicts
• Flex meetings when appropriate for Partner PTO
• Ensure that conference rooms are booked and zoom links are sent to clients for meetings when the meeting gets scheduled
• Handle incoming calls to Truss, transferring to other team members as needed

Operational Duties:

• Create and assign tasks for team members via our CRM for case prep for client meetings
• Organize and manage our CRM.
• Manage and handle emails with a timely response to clients and teammates
• Manage our annual planning meeting process to ensure all clients are being called and scheduled per our touch plan
• Excellent interpersonal and soft skills, ability to embrace change and team player
• Obtain and document prospective clients’ final engagement decisions.

Salary and Benefits:

• 9 Paid Holidays
• 17 Total PTO Days annually for Illness or Vacation with a Hybrid Work Schedule
• Pay/benefits based on industry standards.
• Medical, vision, and dental insurance benefits
• 401k retirement plan with employer matching once eligible
• Financial incentive for professional accreditation
• Continuing Education requirements, and other educational and training