Scheduling Coordinator

I. MISSION

The Scheduling Coordinator (SC) plays a critical role in delivering a seamless and proactive client experience at TAG. This individual is responsible for managing the end-to-end scheduling of client meetings across advisors, ensuring accuracy, timeliness, and alignment with internal workflows. Future role expansion includes internal coordination and support.

This great communicator and enthusiastic person will support Transformational Advisory Group’s culture, vision, and team spirit that are built upon our Core Values of:

• Grace & Empathy
• Generosity & Gratitude
• Innovation & Collaboration
• Integrity & Pride

We focus on these values in how we act, what we do, and who we serve our clients.

II. ESSENTIAL RESPONSIBILITIES

This role goes beyond calendar management—it owns the client meeting engine of the firm, ensuring meetings are scheduled efficiently, workflows are triggered correctly, and both clients and internal teams are set up for success.

Proactive Client Meeting Scheduling

· Own scheduling of all client review meetings across multiple advisors

· Manage and execute on review cadence

· Balance advisor calendars to optimize capacity and flow

End-to-End Meeting Coordination

· Schedule meetings (virtual, phone, in-person)

· Send confirmations, calendar invites, and reminders

· Ensure all meeting details are accurate and complete in CRM (Wealthbox)

· Manage reschedules efficiently and professionally

Client Communication

· Serve as a professional and friendly point of contact for scheduling

· Communicate clearly and confidently with clients

· Maintain firm and respectful boundaries when offering availability

· Deliver a polished, TAG-aligned client experience in every interaction

III. POSITION SPECIFICATIONS

Experience and Education:

· A bachelor’s degree and/or related work experience is preferred

· Ideally 1-3 years of experience in administrative support, scheduling, or client service

· Experience working with CRM systems (Wealthbox or similar) preferred

· Marketing support / social media experience a plus

Skills and Knowledge:

· Demonstrates personal integrity, honesty and can deal with confidential information daily

· Excellent verbal and written communication skills

· Ability to manage stress in a fast-paced office environment

· Excellent time management and strong organizational skills

· Ability to prioritize multiple tasks and systems

· Able to anticipate potential problems, working always towards a solution

· Process orientated and thrives in structured, repeatable systems

Compensation

· $50,000 – $60,000 base salary plus bonuses and benefits

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Work Location: Remote