Senior Scheduling Coordinator

Ameriprise Financial Services, LLCMinneapolis, MN
1d$24 - $34Hybrid

About The Position

The Scheduling Coordinator partners with up to six external Regional Vice Presidents to develop a robust activity schedule based on their travel rotation. Proactively contact advisors to schedule and communicate the value proposition of meeting with a RiverSource wholesaler. Is the point of contact for scheduling meetings, maintaining the calendar and reporting on results and efforts.

Requirements

  • High school or GED.
  • 1 - 3 years relevant experience required.
  • Strong written and verbal communication skills.
  • Ability to multi-task, quickly change direction and independently prioritize work in order to support multiple people.
  • Ability to anticipate needs and make independent judgments given limited supervision.
  • Demonstrated service orientation with a focus on quality, accuracy and attention to detail.
  • Strong computer skills.
  • Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

Nice To Haves

  • Knowledge of a sales organization and/or previous experience in a sales environment
  • SalesForce experience

Responsibilities

  • Schedule and reschedule meetings for each Regional Vice President
  • Map out travel patterns within a loop to optimize appointment scheduling
  • Manage advisor expectations regarding RVP's availability and conflicts
  • Work with RVPs' to create a message that increases an advisor’s willingness to schedule an appointment and articulate the value an advisor will receive by meeting with the RVP
  • Work independently to develop criteria for creating a targeted list of advisors and recommend it to the RVP. Incorporate segmentation strategies and calling plans.
  • Build and maintain advisor and field office relationships.
  • Generate event attendance and follow-up appointments from events.
  • General admin support including updated advisor records with new contact information, track and report results and activity efforts.

Benefits

  • We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
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