Director of First Impressions

What You’ll Do

• Welcome clients and visitors with professionalism and warmth
• Answer and direct incoming phone calls
• Monitor and distribute incoming office emails
• Prepare conference rooms and Advisor offices for client meetings
• Receive, sort, and distribute incoming and outgoing mail and deliveries
• Process outgoing mail and packages
• Prepare and send appointment confirmation letters and packets
• Maintain an organized, welcoming reception area
• Offer beverages and hospitality to clients and guests
• Maintain the firm’s CRM system through accurate data entry and database management
• Monitor inventory of client beverages and snacks
• Communicate office and hospitality supplies needs
• Maintain office organization and appearance
• Affiliate with special projects and team initiatives
• Monitor inventory of office supplies
• Assist with company events and client appreciation activities
• Support advisors and staff with administrative tasks as needed

What We’re Looking For

• A High School Diploma
• 1+ years of experience working in a professional office and fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Excellent communication; written and verbal
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrives in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Bonus Points

• Experience with CRM (Customer Relationship Management) system is a plus

Pay & Perks

• $45k - $60k/year based on experience
• 401(k) with company match
• Medical insurance
• Dental insurance
• Vision insurance
• Paid Time Off
• Firm supports continuous learning and development

Schedule

• Monday 9:00 – 3:30 p.m.
• Tuesday – Thursday 8:30 a.m. – 5:30 p.m.
• Friday – 8:30 a.m. - 1:30 p.m.