Top 3 Administrative assistant & client scheduling coordinator Jobs in Columbus

Data Operations Scheduling Coordinator
Valor Executive Search —Columbus, OH
- $60,000 - $77,500 a year
- Full-time
- Salesforce
- Medical office experience
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Administrative Coordinator
Delta Dental of Michigan —Dublin, OH
- Full-time
- Hybrid work
- Salesforce
- Mid-level
- Office
- Dental insurance
- Opportunities for advancement
Program & Outreach Coordinator
Elevate Northland —Columbus, OH
- $47,000 - $50,000 a year
- Full-time
- Spanish
- English
- Office
Quick Apply

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Data Operations Scheduling Coordinator
Valor Executive Search —Columbus, OH
The majority of your time will be spent sourcing, filing, and maintaining client records in Salesforce and the firm's document management system, while also…
$60,000 - $77,500 a year
Quick Apply
Administrative Coordinator
AMETEK, Inc. —Columbus, OH
Demonstrated ability and willingness to use AI tools to improve productivity, decision-marking, work quality, and to reduce costs.
$55,000 - $65,000 a year
14d

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Data Operations Scheduling Coordinator
Valor Executive Search —Columbus, OH
The majority of your time will be spent sourcing, filing, and maintaining client records in Salesforce and the firm's document management system, while also…
$60,000 - $77,500 a year
Quick Apply
Administrative Coordinator
Delta Dental of Michigan —Dublin, OH
Greets visitors, answers and screens telephone calls, as well as assists prospective, new or existing clients when sales staff is unavailable.

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Data Operations Scheduling Coordinator

Valor Executive Search
Columbus, OH

Quick Apply

Job Details

Full-time
$60,000 - $77,500 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Salesforce
Filing
Client file management
Executive administrative support
Financial records review
Client services
Document review
Financial services
Managing executive calendars
Proofreading
Data accuracy checks

Full Job Description

Join a firm where the details you manage directly shape the client experience — and where precision does not go unnoticed.

ONPOINT is partnering with Gerber, LLC — a wealth advisory firm built to bring clarity and structure to entrepreneurs navigating growth — to find a Data Operations Scheduling Coordinator to join their Client Advisory Team.

This position combines meticulous document and data management with traditional executive support. The majority of your time will be spent sourcing, filing, and maintaining client records in Salesforce and the firm's document management system, while also managing calendars, scheduling, and light travel coordination for the team. Candidates with experience in structured, high-accuracy environments — such as banking operations, corporate administration, or medical office settings involving insurance paperwork and detailed documentation — often find their skills translate well here.

What You Will Do

Manage a shared team inbox, ensuring timely and accurate follow-up on client requests
Source, file, and maintain client records in Salesforce and the firm's document management system, ensuring compliance with internal policy
Serve as a liaison between clients' trusted advisors and internal teams to gather information needed for financial planning
Maintain and update Salesforce calendars for leadership and client meetings, coordinating necessary travel
Identify and resolve scheduling conflicts proactively
Support data-related projects that improve client service and compliance
Uphold data accuracy standards across the client lifecycle

Who You Are

You find satisfaction in getting the details exactly right, and you'd rather build a reliable system than fix a mistake after the fact. You're comfortable working independently once trained, and you know how to be warm and approachable with clients while remaining process-driven throughout the day.

Required Qualifications:

At least 4 years of proven administrative experience working in a detail-driven environment, with an emphasis on document management, forms review, and executive support
Strong personal organization, with the ability to build and maintain checklists and workflows independently
Clear, professional written and verbal communication skills
A track record of catching errors early before they become a burden

Preferred Qualifications:

Background in a structured, high-accuracy environment (banking operations, corporate administration, or medical/insurance office administration)
Familiarity with CRM and document management platforms (Salesforce experience a plus)
Experience working in a service-center or shared-services environment managing documents and correspondence
Bachelor’s degree from a regionally accredited institution

Why Gerber?

Exclusive Niche: Gerber serves a unique client base — first-generation entrepreneurs — so your work directly supports the people who build our economy
Visibility & Growth: This is a firm where individual contributions are noticed, and the role can expand as you grow into it
Stability & Culture: A structured, process-oriented environment where your work is measured and valued
Total Rewards: Competitive salary commensurate with experience, 401(k) with match, comprehensive health benefits, and paid time off

Pay: $60,000.00 - $77,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave
Vision insurance

Application Question(s):

Describe your experience managing detailed, high-accuracy paperwork or records (e.g., in banking, insurance, medical, or financial services).
How many years of administrative experience do you have, and how many of those years were in a relevant industry (banking, financial services, or medical/insurance)?
What is your experience with document management systems or CRM platforms (e.g., Salesforce)?
What are your salary expectations for this role?
Are you located in a reasonable commute distance from Columbus, OH 43215, and are you open to working onsite full-time?
Is there anything else you would like us to know about you?

Work Location: In person

Quick Apply

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administrative assistant & client scheduling coordinator jobs in columbus

Data Operations Scheduling Coordinator

Administrative Coordinator

Program & Outreach Coordinator

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