Overview
Appointment Scheduler Jobs in O’Fallon, IL at FRA TRUST ADVISORS, LLC
<Overview>
Join our dynamic team as an Appointment Scheduler, where your organizational skills and attention to detail will play a vital role in delivering exceptional client service. In this energetic role, you will coordinate appointments efficiently. Your proactive approach and excellent customer service will help create a welcoming environment for all clients. This paid position offers an exciting opportunity to develop your skills within a fast-paced setting while making a meaningful difference in service to our clients.
<Responsibilities>
Client Coordinator is responsible for a variety of tasks (outlined below). This position requires someone who has strong written & verbal communication skills, strong interpersonal skills & capable of communicating with a diverse range of individuals.
Hours: 8:00am – 5:00pm (1 hour lunch)
Position responsible for backing up any No Show, client coordinator (at times receptionist)
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:
Set ALL appointments
Client Call Back Appointments Books of Business Appointments Reallocation LTR Appointments
Communicate appointments to agents
Intake, P&F & Est Pln Delivery Appointments
Confirm ALL appointments
24 hours prior to an appointment, call & confirm date/time Including SEMINAR appointments
Update VBO with results of appointments daily & Update VBO with appointments set at Seminar, day after seminar
Calendar Management
Maintaining full calendars for all offices
Updating Outlook Calendars for office & reps (when applicable)
Keeping ALL field agents calendars FULL
Ensuring ALL appointments are labeled properly on the calendars.
Appointment Schedules
Each week, obtain the schedules for all field reps for the following week
Reporting
Ensure accurate reporting of appointment results.
Weekly reporting of all appointment results for prior week
Weekly (Month To Date)
Weekly (Year to Date)
Special Reports as requested
Seminar Reports (daily, pulls)
Seminar Reports (end of seminar events)
Each office & cumulative Seminar Data Gathering
Ensure all seminar data is entered in the VBO (attended, appointments, etc.) Review seminar data for accuracy
- This is more than just a job — it’s an opportunity to grow your career while making a positive impact every day!
Pay: $15.00 – $15.55 per hour
Benefits:
- Health insurance
- Paid time off
Work Location: In person
Title: Appointment Scheduler
Company: FRA TRUST ADVISORS, LLC
Location: O’Fallon, IL
