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Job Description
Structured overview of role & requirementsAbout This Role
Schedule and coordinate telephone consultations between client service teams and advisors, ensuring timely communication and follow-up.
Maintain and update advisor profiles and consultation statuses to support ongoing projects.
Assist Project Managers by tracking multiple work streams and organizing client requests to ensure smooth project progress.
Minimum Requirements
Bachelor’s degree required.
1-3 years of work experience in a high-call volume environment.
Previous project management experience strongly preferred.
Proficiency in MS Office, Outlook, Google Suite, and internet research skills.
Ideal Candidate Profile
Highly organized individual with meticulous attention to detail and ability to prioritize multiple tasks under tight deadlines.
Experience coordinating between multiple stakeholders and managing complex schedules.
Comfortable working in a fast-paced, entrepreneurial start-up environment with some flexibility for unpredictable hours.