Scheduling Coordinator

About Us

At REP / Bickerstaff Investment Group we help individuals and families plan build and protect their financial futures. Our advisors and support teams work together to deliver personalized service trusted guidance and a client experience built on clarity and care. Were looking for a Scheduling Coordinator to join our growing team - someone who thrives in a fast-paced professional environment and takes pride in keeping operations running smoothly behind the scenes.

Position Overview

The Scheduling Coordinator plays a vital role in connecting our clients prospects and advisors. Youll serve as the central point of communication ensuring that appointments meetings and calendar activities are scheduled accurately and efficiently. This position requires exceptional attention to detail strong communication skills and the ability to manage multiple priorities while maintaining a professional and friendly demeanor.

Key Responsibilities

• Scheduling: Arrange confirm and manage appointments and meetings to support advisor productivity and client engagement.
• Coordination: Serve as a liaison between clients prospects advisors and internal teams to align schedules and ensure smooth operations.
• Communication: Respond promptly to scheduling requests and updates via email SMS and phone keeping all parties informed.
• Collaboration: Work closely with the marketing and advisory teams to convert inbound inquiries into scheduled appointments.
• Administration: Maintain accurate calendars update CRM records set up virtual meetings and assist with daily administrative tasks.
• Problem-Solving: Identify and resolve scheduling conflicts quickly and efficiently to maintain a seamless client and advisor experience.

Required Skills & Qualifications

• High school diploma required; Bachelors degree or equivalent experience preferred.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Clear and professional verbal and written communication.
• Proficiency with technology and willingness to learn new systems.
• Ability to multitask effectively in a fast-paced environment.
• Professional attitude and commitment to teamwork and service excellence.

Additional Requirements

All candidates must successfully pass a criminal background check and a financial background review conducted in compliance with FINRA and SEC regulations as part of the hiring process. (These checks are standard for positions within the financial services industry and help ensure the highest standards of integrity and client trust.)

Why Join REP / BIG

• Be part of a respected and growing financial services organization focused on integrity professionalism and client success.
• Collaborate with a team that values precision effective communication and trust.
• Play a key role in ensuring efficiency and excellence across the firms operations.

If youre organized tech-savvy and passionate about supporting a high-performing advisory team wed love to hear from you. Apply today and help us deliver the exceptional experience our clients expect.

Required Experience:

IC