What are the responsibilities and job description for the First Impressions Specialist position at BMG Advisors?
About BMG Advisors
BMG Advisors is one of the fastest-growing financial planning and investment firms in the Kansas City area. Our people are the reason for that. Competence, character, commitment, and grit are our values, and our Mission is to leave the community a better place through the work we do.
Role Overview
As a First Impressions Specialist, you will be the first point of contact for our clients and visitors in personal and digital communication (call, email, text, etc.), which is crucial in creating a welcoming and professional environment. You will be responsible for various tasks that contribute to the smooth operation of our office and ensure that all people feel valued.
Responsibilities
- Greet clients and visitors with a warm and professional attitude, ensuring a positive first impression.
- Manage front desk operations, including answering phone calls, directing inquiries, and handling correspondence.
- Provide customer support by addressing client needs and resolving issues promptly.
- Oversee calendar management for appointments and meetings, ensuring efficient scheduling.
- Send out thank you cards and manage other client communications to maintain strong relationships.
- Maintain an organized front desk area, including managing office supplies and equipment.
- Collaborate with team members to support various office initiatives and projects, including marketing projects, event coordination, and client onboarding.
Qualifications
- Previous experience in customer service or front desk roles is highly desirable.
- Familiarity with phone systems and calendar management tools is essential.
- Excellent interpersonal and communication skills.
- Strong organizational and multitasking abilities.
- Proficient in Microsoft Office Suite.
- A positive attitude and a willingness to contribute to a team-oriented environment.
Compensation
- This is a salaried position starting at $45,000 per year with significant room for growth.
- Quarterly bonus structure on top of salary
- 99% paid health insurance for the employee and access to our group policy for their family
- Dental/Vision Insurance Optional
- Fully paid Short Term & Long Term Disability
- Discounted investment advisory services
- Financial planning is provided to the employee’s household at no cost
- Certification and Professional Development Reimbursement
- 401(k) with employer match
- Sick/Personal Paid Time-Off
Job Type: Full-time
Pay: $45,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
Work Location: In person
Salary : $45,000