Scheduler

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Job Overview:

Are you a proactive, detail-oriented individual who thrives in a fast-paced environment? EFC Wealth Management is seeking a highly organized Scheduler to support our wealth management team and ensure seamless operations. In this vital role, you will be the point of contact for managing appointments, coordinating client meetings, and facilitating smooth communication between clients and wealth advisors. If you’re passionate about client service, highly organized, and eager to contribute to a high-achieving team, this is your opportunity to join a leading wealth management firm and play a key role in driving success.

What You Bring to the Team:

Experience

  • 1-3 years of experience in an administrative or scheduling role, preferably in the financial services or client-facing industry.
  • Experience with CRM systems (Salesforce preferred) and appointment scheduling tools.

Skills and Attributes

  • Strong organizational and time-management skills, with the ability to manage multiple appointments and priorities.
  • Excellent communication skills, both written and verbal, with the ability to interact professionally with clients.
  • Proactive, self-starter with attention to detail and a high level of accuracy.
  • Tech-savvy, with proficiency in Microsoft Office Suite and experience using scheduling or CRM platforms.

Why Join Us?

At EFC Wealth Management, we are committed to creating an exceptional client experience and helping our team members grow professionally. As a Scheduler, you’ll play a crucial role in supporting our wealth management team and ensuring that our clients receive the highest level of service. You will be part of a fast-paced, supportive, and dynamic team that values teamwork, growth, and accountability. If you are passionate about organizing and helping others succeed, this is your opportunity to thrive in a rewarding and collaborative environment.

Our Core Values:

  • Growth Minded – Always seek improvement and development.
  • Accountable – Take ownership of your actions and outcomes.
  • Integrity – Do what’s right, even when no one is watching.
  • Success Driven – Strive for excellence in everything you do.
  • Team Player – Support others to achieve collective success.
  • Loyalty – Stand by the team and firm through thick and thin.
  • Respectful – Treat everyone with respect and dignity.
  • Servant Driven – Help others achieve their goals.
Apply Now
Apply Now

Please upload your video answering these questions as well as your updated resume.

Our core values guide everything we do – this is what makes our team elite. As you answer the following questions, we ask you to reflect on how these values align with your experiences and how you apply them in your work.

  • Growth Minded – Always look for ways to improve.
    How do you actively seek growth in both your professional role and personal development?
  • Accountable – Own your mistakes; own your success.
    Tell us about a time you made a mistake at work. How did you handle it and what did you learn?
  • Integrity – Do the right thing, always.
    Can you share an example of a time you made an ethical decision in a tough situation?
  • Success Driven – Never settle; consistently move forward.
    What does success mean to you, and how do you maintain it during challenges?
  • Team Player – Do what’s best for the firm
    Describe a time when you put the team’s needs ahead of your own goals. What was the outcome?
  • Respectful – Treat people right.
    How do you manage diverse opinions or backgrounds in a team setting?

Upload Video and Resume

CONTACT US!

Give us a call today at
1 (888) 898 0837
or fill out the form.

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