Document Operations Scheduler - Client Advisory Team
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-08-15
Listing for:
ONPOINT Business Solutions
Full Time
position Listed on 2026-08-15
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry, Administrative Management, Clerical
Job Description & How to Apply Below
Gerber, LLC is seeking a Document Operations Scheduling Coordinator to join its Client Advisory Team. This role blends meticulous document and data management with executive support, mainly sourcing, filing, and maintaining client records in Salesforce and the firm’s document management system, while coordinating calendars and light travel.
You will manage a shared inbox, ensure timely follow-up, liaise with clients' advisors, and uphold data accuracy across the client lifecycle.
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