We are looking for a confident, friendly, and highly organized Appointment Coordinator / Administrative Assistant to join our financial services team.
The primary responsibility of this position is contacting warm client referrals and scheduling appointments with our financial professionals. These are people who have already been referred to us through our partner insurance offices.
There is no cold calling and no insurance selling.
The right person will be comfortable on the phone, persistent with follow-up, and able to confidently guide a conversation toward scheduling an appointment.
Primary Responsibilities
- Contact warm client referrals by phone and schedule appointments
- Follow up consistently with clients who have not yet scheduled
- Confirm appointments and maintain the appointment calendar
- Track referrals and follow-up activity
- Communicate with our partner insurance offices regarding referrals
- Help ensure every referral receives timely and professional follow-up
Administrative Responsibilities
When referral and appointment-setting responsibilities are current, you will also assist with:
- Routine client service requests
- Scheduling meetings and appointments
- Case and paperwork follow-up
- Updating client records and tracking systems
- Email and calendar management
- Travel arrangements and other general administrative tasks
- Supporting the financial professionals with day-to-day office needs
What We Are Looking For
The ideal candidate is:
- Confident and comfortable making outbound phone calls
- Friendly, professional, and personable
- Comfortable asking clients to schedule an appointment
- Persistent and willing to follow up multiple times
- Organized and dependable
Preferred Experience
Experience in any of the following is especially helpful:
- Appointment setting
- Inside sales support
- Call center work
- Medical or dental scheduling
- Insurance customer service
- Financial services
- Client service or administrative support
- Able to manage multiple clients and follow-up dates
- Comfortable using computers, email, calendars, and CRM systems
- Able to communicate professionally with clients and partner offices
- Insurance or financial-services experience is helpful but not required. We can train the right person on our systems and administrative procedures.
Compensation
$20–$24 per hour, depending on experience
Full-time position.
We are looking for someone who takes ownership of the referral pipeline and understands that consistent follow-up is a critical part of providing excellent client service.
If you are confident on the phone, organized, persistent, and enjoy helping people, we would like to hear from you.
Pay: $20.00 - $25.00 per hour
Work Location: In person
