Strategic Research Coordinator

📋 Description

• Schedule telephone consultations for client service teams
• Coordinate with advisors to obtain responses and confirm consultations
• Leave messages and follow up with Advisors to expedite scheduling
• Maintain an updated status of client telephone consultations
• Update Advisors’ profiles as needed
• Qualify Advisors via questionnaire to confirm suitability

🎯 Requirements

• Bachelor’s degree
• 1-3 years in a high-call-volume environment
• Previous project management experience preferred
• Excellent organizational skills with meticulous attention to detail
• Ability to prioritize, multi-task, and meet deadlines
• Proficiency in MS-Office, Outlook, and Google Suite

🎁 Benefits

• Competitive compensation
• Employee medical coverage
• Central office location
• Entrepreneurial environment, autonomy, and fast decisions
• Casual work environment