We're searching for a diligent Director of First Impressions to provide administrative support and bring positive energy to our wealth management office. You’ll be responsible for responding to all Client requests and questions in a friendly and timely manner, implementing office standards to streamline our processes, scheduling appointments, and maintaining the physical office space and equipment. Applicants should be extremely thorough, possess excellent communication skills, and have a background in customer service. Send us your resume today to become part of the team! Responsibilities: • Answer phone calls and emails to act as a liaison between clients and staff members to improve customer retention and referral rates • Create and implement data entry protocols to streamline processes and increase productivity • Buy materials for the office when necessary • Maintain physical office space, supplies, and equipment • Become proficient in and own operational processes to streamline Advisor activity Qualifications: • Shows ability to quickly finish very detailed work • Enjoys talking with customers and can communicate through verbal and written channels • Technologically savvy; basic knowledge of Microsoft Office Word and Excel programs and filing systems with the ability to learn new programs quickly and troubleshoot common issues • Prior experience in office management or our industry is a plus • Salesforce and Calendly preferred • Bachelor's degree preferred Compensation: $55,000+ yearly

• Maintain physical office space, supplies, and equipment • Become proficient in and own operational processes to streamline Advisor activity