Position: Scheduler
Business & Location: SageCreek Planning - Fredericksburg, Virginia
Job Description:
Our small downtown Fredericksburg office is looking for a Part-time Scheduler. Are you detail-oriented? Can you provide exceptional customer service? Can you multi-task, adjust, adapt, and overcome when necessary? Are you committed to constant improvement and embrace change? Then, SageCreek Planning & Investments may be the place for you!
Qualifications:
· U.S. Citizen or Naturalized U.S. Citizen is required
· High School Diploma is required. Degree is preferred
· A minimum of 3 years of administrative experience required
· Solid experience using Microsoft (Word, Excel, Outlook and Teams) and Adobe is required
· Experience navigating CRM software and other related financial software packages is preferred
· Experience working in a financial management firm is preferred
Required Knowledge, Skills and Competencies:
· Exceptionally organized individual with a detail-oriented focus
· Provides an awesome first impression of our firm through customer service
· Proper phone etiquette
· Displays a positive and friendly attitude (client interaction is required)
· Exhibits the values of integrity and honesty
· Operates effectively and efficiently in a team environment
· Inputs data accurately
· Handles multiple tasks simultaneously; adjusts and adapts well to unforeseen situations
· Follows directions precisely and adheres to strict and established policies and procedures
· Schedule multiple Advisor appointments, maintain calendar and other administrative projects as needed
Full-time or Part-time: Part-time (3 days/week)
Please submit your Cover Letter & Resume.
Phone calls will NOT be accepted, thank you!
Pay: $20.00 - $40.00 per hour
Education:
- High school or equivalent (Required)
Experience:
- Administrative: 3 years (Required)
Ability to Commute:
- Fredericksburg, VA 22401 (Required)
Work Location: In person
