Scheduling Coordinator

Retirement Education Partner’s, Inc.; Jasper (TX); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Collaborative team environment

Focus on integrity and professionalism

Key role in operational excellence

Job summary

A financial services organization located in Texas is looking for a Scheduling Coordinator to enhance client engagement and support an advisory team. The role requires managing appointments, conducting effective communication, and performing administrative tasks with a keen attention to detail. Candidates should possess a high school diploma, strong organizational skills, and proficiency in technology. You'll contribute significantly to the efficiency and success of the firm's operations.

Qualifications

• High school diploma required; Bachelor's degree or equivalent experience preferred.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Clear and professional verbal and written communication.
• Proficiency with technology and willingness to learn new systems.
• Ability to multitask effectively in a fast-paced environment.
• Professional attitude and commitment to teamwork and service excellence.

Responsibilities

• Arrange, confirm, and manage appointments and meetings.
• Serve as a liaison between clients, prospects, and internal teams.
• Respond promptly to scheduling requests via email, SMS, and phone.
• Work with marketing and advisory teams to convert inquiries into appointments.
• Maintain accurate calendars and update CRM records.
• Identify and resolve scheduling conflicts quickly.

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Multitasking

Technical proficiency

Teamwork

Education

High school diploma

Bachelor's degree or equivalent experience

Job description

About Us

At REP / Bickerstaff Investment Group, we help individuals and families plan, build, and protect their financial futures. Our advisors and support teams work together to deliver personalized service, trusted guidance, and a client experience built on clarity and care. We're looking for a Scheduling Coordinator to join our growing team - someone who thrives in a fast-paced, professional environment and takes pride in keeping operations running smoothly behind the scenes.

Position Overview

The Scheduling Coordinator plays a vital role in connecting our clients, prospects, and advisors. You'll serve as the central point of communication, ensuring that appointments, meetings, and calendar activities are scheduled accurately and efficiently. This position requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities while maintaining a professional and friendly demeanor.

Key Responsibilities

• Scheduling: Arrange, confirm, and manage appointments and meetings to support advisor productivity and client engagement.
• Coordination: Serve as a liaison between clients, prospects, advisors, and internal teams to align schedules and ensure smooth operations.
• Communication: Respond promptly to scheduling requests and updates via email, SMS, and phone, keeping all parties informed.
• Collaboration: Work closely with the marketing and advisory teams to convert inbound inquiries into scheduled appointments.
• Administration: Maintain accurate calendars, update CRM records, set up virtual meetings, and assist with daily administrative tasks.
• Problem‑Solving: Identify and resolve scheduling conflicts quickly and efficiently to maintain a seamless client and advisor experience.

Required Skills & Qualifications

• High school diploma required; Bachelor's degree or equivalent experience preferred.
• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Clear and professional verbal and written communication.
• Proficiency with technology and willingness to learn new systems.
• Ability to multitask effectively in a fast-paced environment.
• Professional attitude and commitment to teamwork and service excellence.

Additional Requirements

All candidates must successfully pass a criminal background check and a financial background review conducted in compliance with FINRA and SEC regulations, as part of the hiring process. (These checks are standard for positions within the financial services industry and help ensure the highest standards of integrity and client trust.)

Why Join REP / BIG

• Be part of a respected and growing financial services organization focused on integrity, professionalism, and client success.
• Collaborate with a team that values precision, effective communication, and trust.
• Play a key role in ensuring efficiency and excellence across the firm's operations.

If you're organized, tech‑savvy, and passionate about supporting a high‑performing advisory team, we'd love to hear from you. Apply today and help us deliver the exceptional experience our clients expect.