Scheduling Coordinator

rep403b; Jasper (TX); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Growth opportunities

Collaborative team culture

Client-focused work environment

Job summary

REP / Bickerstaff Investment Group in the United States is seeking a Scheduling Coordinator to keep client appointments and advisor calendars running smoothly. You will coordinate between clients, prospects, and advisors, manage calendars, and support multiple teams with professional communication and attention to detail.

The role requires strong organizational skills, reliability, and a proactive approach in a fast-paced financial services environment, with emphasis on accuracy and service

Qualifications

• High school diploma required; Bachelor's or equivalent preferred.
• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Clear, professional verbal and written communication.
• Proficiency with technology; quick to learn new systems.
• Able to multitask in a fast-paced environment.
• Professional attitude and teamwork focus.

Responsibilities

• Schedule and manage appointments to support advisor productivity.
• Coordinate between clients, prospects, and advisors.
• Respond to scheduling requests via email, SMS, and phone.
• Collaborate with marketing and advisory teams to convert inquiries.
• Maintain calendars, update CRM, set up virtual meetings, handle admin tasks.
• Identify and resolve scheduling conflicts quickly.

Skills

High-level coordination

Organizational skills

Time management

Attention to detail

Verbal and written communication

Technology proficiency

Multitasking

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.