Scheduling Coordinator - San Diego, United States - Centura Wealth Advisory

Centura Wealth Advisory
Centura Wealth Advisory
Verified Company
San Diego, United States

21 hours ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

WHAT YOU WILL DO:

  • Manage calendars for 6+ Consulting Team members.
  • Carry out the scheduling of a high inflow of meetings with clients & other professionals
  • Assist internal recruiters with scheduling phone screens & interviews
  • Execute scheduling flawlessly while ensuring there are no calendar conflicts.
  • Occasionally make phone calls for scheduling and other various correspondence.
  • Assist in management of our Calendly booking system and processes.
  • Ensure all necessary information is prepared for meetings.
  • Assist with and handling special projects as they come up.
  • Anticipate issues and initiate appropriate action to ensure most effective use of the various Consulting
Team Members' time.

  • Provide suggestions for new and efficient ways to create work processes as pain points arise.
  • Transcribe notes from meetings with clients/professionals, as needed.
  • Distribute meeting notes to clients & to teams, as needed.
  • Maintain confidentiality of all sensitive and confidential issues across the organization.

WHAT WE LOOK FOR:

  • 3+ years supporting C-Level Executives
  • Bachelor's Degree preferred, High School Diploma is required
  • Excellent interpersonal relationship skills
  • Extremely articulate
  • Ability to analytically schedule appointments & manage calendars
  • Highly effective oral and written communication skills required. You will be communicating with Sr.
Leaders, High Net worth Clients, Employees (45wpm typing skill min)

  • High EQ emotional intelligence is a plus
  • Microsoft Office: Outlook, Word, Excel, DocuSign
  • Salesforce preferred
  • Calendly preferred
WHAT 'S IN IT FOR YOU?

  • Competitive compensation
  • Opportunity to contribute to a dynamic, fastpaced business that is experiencing rapid growth.
  • Open and supportive teambased environment
  • Full medical, dental, and vision benefits
  • Vacation
  • Free onsite gym access
  • Fully stocked kitchen meals, snacks, and beverages

EQUAL OPPORTUNITY EMPLOYER:
Centura Wealth Advisory is an equal opportunity employer and is committed to diversity and inclusion in the
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