Senior Regional Scheduling Assistant

Manage and optimize senior advisors' calendars to schedule approximately 50 advisor appointments weekly aligned with priority segments.

Ensure high-quality and compliant Salesforce CRM and Outlook calendar data entry for real-time scheduling accuracy, including immediate confirmations and reminders.

Track and report scheduling performance weekly, driving operational improvements, expense compliance, and supporting event logistics and director collaboration.

Work Experience Required: Not explicitly mentioned in the JD

Must have the ability to manage high-volume scheduling and Salesforce CRM data with ≥95% quality assurance.

Work onsite in-office at least 3 days per week, with flexibility for 2 days remote as per company policy.

Experience with expense report preparation and compliance using Concur or similar tools is required.

Experienced in scheduling and calendar management in a client or advisory support role with strong CRM (Salesforce) proficiency.

Detail-oriented and capable of executing SOPs with a focus on real-time data accuracy and adherence to leader preferences.

Comfortable working in a structured, collaborative environment supporting senior leadership and managing multiple concurrent priorities.