A growing wealth management firm is seeking a Director of First Impressions to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our growing organization! You are the first contact for all of our clients so you must be a genuinely happy and positive person who enjoys caring for people. If you aspire to further your career and have an interest in our industry, there is an opportunity to expand this role for the right person.

Our mission propels life and financial planning to a whole new level! We share our successful life coaching experiences with clients so they can dive deeper into a complete holistic process in order to identify their own compelling vision for their future. And we help them create the financial foundation to achieve and enjoy it. In a nutshell… we are Life Transition Specialists who are passionate about helping clients identify what is most important to them.

Description

The Director of First Impressions plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have the best experience possible.

Responsibilities & Activities

• Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
• Handles incoming telephone calls, generally 30-60 calls per day
• Sorts and distributes the mail
• Sends periodic client correspondence
• Coordinates the assembly and mailing of client paperwork
• Handles calendars for the Wealth Advisor(s) and others in the office
• Orders and handles office supplies
• Coordinates outside vendors
• Develops, mails, and analyzes client satisfaction surveys
• Develops and maintains written documentation (systems) of all activities
• Performs other duties as assigned
  

Knowledge, Skills, & Abilities

• Excellent interpersonal skills
• Excellent attitude and an extraordinary client service orientation
• Superior phone skills—friendly and helpful in all interactions on the phone
• Prioritization skills - writes down most important items each day before leaving the office
• Excellent organizational and time management skills and ability to multi-task
• Professional demeanor
• Intermediate to Advanced Microsoft Office Suite knowledge required
• Ability to type 50 wpm required
• Attendance is an essential function
  

We offer a great working environment in a beautiful and professional office location. This is a great opportunity to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives. Due to the nature of our industry, this will a full time, in-office position, even during COVID-19.