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Appointment Coordinator

3 weeks ago

Calgary, Canada Farm Business Consultants Full time

Overview:
**POSITION OVERVIEW**

Our Appointment Coordinator is responsible for setting appointments for our tax professionals in the Calgary branch.

Our Member Care Coordinator serves as the first point of contact with our Members. They demonstrate a positive energy and consistently provides exceptional customer service to FBC Members.

If you appreciate growth & training opportunities, as well as thrive on building relationships & helping others, then this is the role for you

You will be spending approx. 50% of your time in the Member Care Coordinator (MCC) role, and approx. 50% of your time in the Appointment Coordinator role, reporting to the MCC Supervisor.

**KEY RESPONSIBILITIES**

Appointment Coordinator:

- Call members to schedule their tax appointments
- Work with Production Supervisor(s) to achieve weekly & annual booking targets
- Work with Consultants individually to effectively & efficiently book appointments on their calendars
- Become familiar with the geography of northern Alberta & B.C to maximize # of appointments booked

Member Care Coordinator:

- Be the first point of contact for FBC Members
- Ensure each client has a positive experience with our company
- Collaborate with team members and other departments to provide the Member with an answer quickly
- Prepare, review, & submit documents, reports & other correspondence to Members
- Assist with misc. member call projects
- Assist with other support duties as required

**KNOWLEDGE, SKILLS and ABILITIES**
- Experience Scheduling/Booking Appointments
- Experience using MS Office, specifically Outlook & Excel
- Excellent written and verbal communication skills
- Good at building relationships with customers over the phone
- Proven ability to learn technical information (customers frequently ask questions about tax)
- Basic knowledge of bookkeeping or tax would be considered an asset

**About FBC**:
For 70 years our focus has always been to bring financial peace of mind to you, Canada's hard-working small business owners. We unite industry expertise with advanced technology to help you pay less tax today and over the long-term. We support your back-office and administrative needs through affordable bookkeeping and payroll services. You work hard for your money; we help you keep it.

**FBC Provides the following**:

- Medical, Dental, Life and Long-Term Disability
- Employee and Family Assistance Program
- Employee Referral Bonus
- Employee Member Discounts
- Health Spending Account
- Matching Savings
- Matching Giving
- Comprehensive training and development and a supportive environment to ensure success in your career
- Career stability with a company that has been providing tax & bookkeeping services for 70+ years (and we all know taxes are not going away any time soon)