UTAK

Admin & Scheduling Assistant

about 1 month ago

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Learn and utilize scheduling software and tools for accurate appointment management
Assist in maintaining schedules for various clients, ensuring accuracy and timely updates
Monitor and adjust schedules to accommodate changes in priorities and client needs
Communicate effectively with clients and team members to confirm appointments and resolve scheduling conflicts
Proactively identify opportunities to streamline the scheduling process and enhance client satisfaction
Support data analysis for scheduling improvements
Ensure efficient administrative operations within the department
Swiftly encode files and materials needed by clients
Cordially assist clients with questions or concerns about their appointments and accounts
Contribute to the conceptualization and execution of long-term department projects

Minimum Qualifications

Relevant college courses or past experiences in calendar management/scheduling/appointment setting and encoding are a plus
Strong organizational skills with an eye for detail
Effective communication skills, both written and verbal - able to empathize and use intuition when communicating with clients
Proficiency in using basic software (Microsoft Office Suite, Google Workspace, etc.)
Ability to adapt to new software and tools quickly
Eagerness to learn and grow within a dynamic and fast-paced fintech environment
Problem-solving mindset with a willingness and strong desire to take initiative
Ability to work well in a collaborative team environment
Strong analytical, planning, and time-management skills
Ability to multitask
Comfortable with handling phone calls