Meeting Scheduler

1 week ago


Poole, Poole, United Kingdom Ortus PSR Full time

About Ortus PSR

We are a dynamic and innovative financial services firm dedicated to helping clients achieve their financial goals. Our company culture is built on mutual respect, continuous learning, and a shared passion for excellence.

Job Summary

We are seeking an experienced Appointment Coordinator to support our team of 7 Financial Advisers with their meetings across the UK. The successful candidate will be responsible for scheduling annual review meetings, coordinating travel schedules, and maintaining accurate records.

Key Responsibilities

  • Client Interaction: Build strong relationships with clients through positive and professional communication.
  • Meeting Coordination: Efficiently schedule and coordinate meetings across England to optimize our Financial Planners' travel schedules.
  • Diary Management: Update and manage each Financial Planner's diary to ensure all appointments are accurately recorded.
  • Client Communication: Send confirmation letters to clients and maintain a high standard of correspondence.
  • Compliance: Prepare and maintain compliant files to ensure all documentation meets regulatory standards.
  • Reception Assistance: Greet clients warmly and process post efficiently to ensure the reception area operates smoothly.
  • Customer Fairness: Adhere to the principles of Treating Customers Fairly in all aspects of your role.

Requirements

  • Polite Telephone Manner: Excellent communication skills with a friendly and professional tone.
  • Self-Motivation: Ability to achieve agreed outcomes without direct supervision.
  • Articulate and Well-Written: Strong verbal and written interpersonal skills, ensuring clear and effective communication.
  • Multitasking: Ability to juggle multiple tasks and prioritize effectively in a fast-paced environment.
  • Tech Savvy: Good IT skills, with proficiency in Microsoft Word, Excel, and Outlook.
  • Team Player: Capable of working both independently and as part of a collaborative team.


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