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Administrative Scheduler

July 30, 2026

We are hiring Remote Administrative Assistant Schedulers

Do you thrive at relationship building, working independently, being organized and making a difference? Would you enjoy working in the professional world from the convenience of your home office? This could be the job for you: must have a minimum of 20 hours weekly availability, hours will build based on client assignment comprehensive training ongoing support opportunities for growth and development Help others succeed with your success

The Job

You will be in the driver's seat helping your client(s) build and maintain their relationships: planning the calendar, managing meeting frequency, and scheduling appointments with optimal drive times for a successful sales team in the financial industry. You will call on financial professionals, both existing and prospective clients. This is primarily phone work with strategic emailing, so clear communication skills are a must. You are responsible for your performance. We will provide you with the training and tools; it's a win-win!

Who We Are

We are a driven, fun, and enthusiastic team of relationship builders. Week after week, we help build lasting relationships to expand our clients' businesses. Every scheduling goal we set and call we place on behalf of our clients is the result of our team working together to make each other's ideas stronger. That happens here because every one of us strives toward a common goal creating the best customer experiences.

Responsibilities

Keep the calendar of your assigned client full of appointments
Schedule appointments, plan travel routes and keep your team updated
Place a high volume of outbound calls and emails to existing and prospective clients
Multi-task at a high-level managing:
- calendar plans and details
- communications with numerous team members
- several email accounts
- various software programs: CRMs, mapping, calendars, etc
Keep notes and appointments in shared CRMs and calendars realtime
Meet daily/weekly metrics: Setting 10-18 appointments per week, Making 18-20 calls and emails per hour. These numbers will vary by client.
Have a competitive drive, desire to learn and grow, be selfmotivated
Take ownership of your results on a daily basis and have the confidence and skills to ask executives for an appointment over the phone and in an email

Preferred Qualifications

Education: High School Diploma or equivalent

Experience: Experience making inbound/outbound calls in sales or customer service relations, or scheduling appointments.

Skills, Abilities and Equipment

Strong written, verbal and interpersonal communication skills
Ability to prioritize work and multitask effectively
Proficient computer skills.
Must be able to move quickly and fluidly through multiple programs and internet browser tabs at once
Must demonstrate the ability to use email proficiently: send attachments, use signatures, copy and paste, appropriate use of cc and bcc fields
Excellent organizational skills, ability to problem solve, and high attention to detail
Ability to respond to email and voicemails Monday-Friday
A home office which allows for a quiet and uninterrupted work environment and a protected, clean space to store materials and supplies
A personal computer (see requirements below)

Other Requirements

A working (PC) computer with an operating system of Windows 11 (MACS and TABLETS are not permitted - no iPads/Chromebooks)
4 GB memory RAM
500 GB hard drive (at least 50 GB free hard drive disk space)
2.0 GHz processor (2.60 GHz preferred)
Current anti-virus and anti-spam software - we help with that.
A high-speed internet connection with a minimum 50 Mbps.
A router, Speakers/Headset, Microphone, webcam
A noise free and ergonomically compliant home office environment

Employment

Employees are covered under Workman's Compensation, Unemployment Insurance, and earn paid sick leave. Based on hours, employees may be eligible for health, dental, and vision insurance benefits and 401k matching (US residents only, please).

We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

The Details

The Financial Industry mandates extensive background checks are completed before beginning training. (Can take 1-3 weeks)

Training period depends upon your learning curve. You will need to demonstrate flexibility, great organization, and a knack for multitasking to increase work hours.

Work hours are between 8:30am5:00pm Monday-Friday. Clients available in all time zones. This is an hourly position. Starting pay: $17.00-$17.50, depending on experience. Potential for increase after 6 months.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...