Client Scheduling & Events Coordinator

JNBA® Financial Advisors; Minneapolis (MN); On-site; USD 57,000 - 85,000; Full time

Job summary

JNBA Financial Advisors is seeking a Scheduling Coordinator to oversee calendar management, coordinate scheduling needs, and manage scheduling technology used to serve clients and the team.

As a JNBA ambassador, you will communicate with clients and outside professionals, handle travel logistics for out-of-town meetings, distribute event tickets, and support client appreciation initiatives while maintaining data in the CRM. Full-time on-site role with hybrid option after six months.

Qualifications

• Associate or Bachelor’s Degree is required.
• Customer service experience in a professional services environment.
• Strong desire to learn JNBA’s tools and processes.
• Outstanding verbal and written communication skills.
• Proficiency with Microsoft Office (Excel, Word, Outlook) and related software.
• Demonstrated commitment to confidentiality and collaborative work.
• Ability to add value and stay results-focused while being empathetic.

Responsibilities

• Oversee calendar management and scheduling needs for clients and team.
• Coordinate scheduling and related travel logistics for out-of-town meetings.
• Manage event ticket distribution and support client appreciation initiatives.
• Prepare scheduling reports and maintain CRM data accuracy.
• Provide back-up coverage for front desk and calls as needed.

Skills

Degree

Customer service

Willing to learn tools

Communication skills

MS Office

Confidentiality

Collaboration

Adds value

Results-focused

Empathy

Education

Associate or Bachelor’s Degree

Tools

Excel

Word

Outlook

CRM software

Job description

JNBA Financial Advisors is seeking a Scheduling Coordinator to oversee calendar management, coordinate scheduling needs, and manage scheduling technology used to serve clients and the team.

As a JNBA ambassador, you will communicate with clients and outside professionals, handle travel logistics for out-of-town meetings, distribute event tickets, and support client appreciation initiatives while maintaining data in the CRM. Full-time on-site role with hybrid option after six months.