Scheduling 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 who shares our firm’s values and is committed to delivering exceptional client service. This role is responsible for overseeing the firm’s calendar management processes, coordinating scheduling needs, and managing the scheduling technology tools used to serve clients and the broader team.

As a JNBA ambassador, the Scheduling Coordinator communicates frequently with clients and outside professionals while managing client meeting scheduling and related activities. This team member is expected to have a strong understanding of the firm’s services, team member roles, and service standards to help ensure JNBA consistently delivers on its advice driven by advocacy® promise to every firm guest.

The Scheduling Coordinator helps enhance and deepen client relationships through collaboration, timely communication, professionalism, confidentiality, and strong attention to detail. This includes keeping information accurate and current in the firm’s Client Relationship Management (CRM) system. In addition to managing client scheduling, this position also coordinates out-of-town client meetings and related travel logistics, manages event ticket distribution, and supports curated client appreciation initiatives, including golf outings and other loyalty events.

The Scheduling Coordinator also prepares scheduling reports and serves as back-up for incoming calls and front desk coverage as needed.

Required Skills and Experience

Our ideal candidate has:

• Associate or Bachelor’s Degree
• Customer service experience in a professional services environment
• A strong desire to learn JNBA’s tools and processes
• Outstanding communication skills, both verbal and written
• Highly proficient with Microsoft Office, including Excel, Word, and Outlook, and other software applications
• Demonstrated professional track record of operating in alignment with JNBA’s organizational values:
• o Guarding confidentiality
• o Collaborating for the common good
• o Striving to continually add value
• o Results-focused
• o Being compassionate and empathetic

About JNBA Financial Advisors

Bloomington-based JNBA is an independent fee-only wealth management firm that has worked exclusively for clients for more than 45 years. As a nationally recognized Registered Investment Advisor, our culture and team members are driven to fulfill our fiduciary duty by acting in our clients’ best interests at all times.

Our advisory teams help guide people through life’s most important decisions by delivering customized life planning strategies and solutions to optimize their resources. JNBA’s higher standard of service has contributed to 97%+ client retention since we began tracking in 2001.

To learn more about JNBA, please visit our website at www.jnba.com.

Job Type: Full-Time, On-Site, Hybrid after six months

Schedule: Monday - Friday

Salary Range/Pay: $57,000 - $85,000 per year

Experience Level: 5 years

Application Questions

• How many years of scheduling, calendar management, client service, or professional services experience do you have?
• What is the highest level of education you have completed?
• Are you authorized to work in the United States?
• Are you willing to undergo a background check, in accordance with local law/regulations?
• Health insurance
• Paid time off, including additional time off around holidays