Sr Schedule Coordinator
Core
Partner with Regional Vice Presidents to develop activity schedules, manage travel rotations, and coordinate meetings with financial advisors.
Role type
Senior administrative coordinator for sales leadership
Builds
Optimized travel schedules and meeting calendars for Regional Vice Presidents
Domain
Financial services / Sales operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Calendar management, travel pattern mapping, advisor relationship management, targeted list creation, segmentation strategies, data reporting
Preferred skills
Salesforce experience, sales organization knowledge, multi-tasking, independent prioritization, advanced Excel/Outlook/Teams skills
Responsibilities
Schedule and reschedule meetings for Regional Vice Presidents, map out travel patterns to optimize appointments, manage advisor expectations regarding availability, create value propositions for advisors, develop targeted advisor lists using segmentation strategies, build and maintain advisor and field office relationships, generate event attendance and follow-up appointments, update advisor records and report activity results