Now Hiring – Appointment Scheduler (Seasonal)

Storen Financial Group; Zionsville (IN); Hybrid; USD 19,000 - 28,000; Full time

Job summary

Storen Financial is seeking a Seasonal Appointment Scheduler to serve as the main contact for clients and tax advisors, managing high-volume phone lines and complex calendars in the Indianapolis area.

You will greet clients, coordinate across teams, schedule using Outlook, and assist with paperwork and payments, supporting a smooth tax-season experience.

Qualifications

• Must have a cheerful, team-focused attitude and genuine compassion for helping clients.
• Excellent written and verbal communication.
• Proficient computer skills and the ability to quickly adapt to new software and technology.
• Strong attention to detail and ability to uphold strict client confidentiality in a fast-paced environment.

Responsibilities

• Client Coordination: Answer incoming phone calls and emails promptly; greet clients and route to the correct team members.
• Calendar Management: Schedule, reschedule, and manage client appointments for multiple tax advisors using Microsoft Outlook.
• Proactive Outreach: Send timely appointment reminders to minimize no-shows and manage cancellations with alternatives.
• Administrative Support: Prepare paperwork and intake forms ahead of appointments to set up tax advisors for success.
• Payment Processing: Accept and process client payments over the phone.

Skills

Cheerful attitude

Strong communication

Tech-savvy

Detail oriented

Confidentiality

Job description

Now Hiring – Appointment Scheduler (Seasonal)

We are seeking a professional, high-energy Seasonal Appointment Scheduler to join our team for the peak tax season. As the primary point of contact, you will serve as the essential bridge between our clients and tax advisors. You will manage high-volume phone lines, orchestrate complex calendars, and ensure a seamless, welcoming experience for every client. If you are a master multi-tasker who thrives in a fast-paced environment, we want you on our team.

Key Responsibilities

• Client Coordination: Answer incoming phone calls and emails promptly; warmly greet clients and prospective clients, routing them to the correct internal team members.
• Calendar Management: Masterfully schedule, reschedule, and manage client appointments for multiple tax advisors using Microsoft Outlook.
• Proactive Outreach: Issue timely appointment reminders to minimize no-shows and efficiently manage cancellations by finding immediate, optimal alternatives.
• Administrative Support: Prepare necessary paperwork and intake forms ahead of client appointments to ensure tax advisors are set up for success.
• Payment Processing: Securely and accurately accept and process client payments over the phone.

Qualifications and Skills

• Personality & Culture: A cheerful, team-focused attitude with an outgoing personality and genuine compassion for helping clients.
• Communication: Excellent written and verbal communication skills.
• Tech-Savvy: Proficient computer skills and the ability to quickly adapt to new software and technology.
• Work Ethic: Strong attention to detail, a commitment to upholding strict client confidentiality, and the ability to thrive in a fast-paced environment.
• Core Values: Loyalty and a strong belief in our company’s services, goals, and workplace culture.

Schedule

• Pay: $17 per hour
• Schedule: Flexible hours available (Days, evenings, and Saturdays)
• Seasonal position: Late January through April 15th, 2027
• Seasonal (Full-Time or Part-Time)

Storen Financial is an established independent investment and accounting firm in the Indianapolis area, headquartered in Zionsville, serving clients in 43 states. A local institution for over 50 years with a focus on team, family, and community involvement, we pride ourselves on forward-thinking innovations and dedicated customer service.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized investment or tax advice. Storen Legacy Partners, Storen Financial and Simplicity Investments are not affiliated with any of the other referenced entities.