Financial Services Professional Administrator

Role and Responsibilities

The Professional Administrator creates a positive and welcoming experience for relationships, visitors, and employees. This role focuses on ensuring that all interactions and touchpoints reflect the enterprise’s values and leave a lasting impression. The Director of First Impressions serves as the face and voice of the enterprise, responsible for managing the front desk/reception area and ensuring a seamless and professional experience for all stakeholders.

Reception Management

• Greet and welcome visitors/guests, relationships, and employees in a warm and professional manner.
• Answer phone calls, direct inquiries, and provide accurate information to callers and visitors.
• Maintain a clean and organized environment in the front desk/reception area as well as the meeting rooms and various areas in the office.
• Manage incoming and outgoing mail and packages, ensuring proper distribution.

Relationship /Visitor/Guest Experience

• Create a positive and memorable experience for relationships and visitors/guests by providing exceptional caring and genuine relationship service.
• Provide professional, efficient, and friendly service to all relationships – existing and recommended to the enterprise, both in person and over the phone. This includes resolving inquiries, handling complaints and exceeding expectations.
• Assist relationships with appointment scheduling, meeting room arrangements for in-person and virtual, and any other requirements they may have or be needed.

Communication and Coordination

• Serve as a central point of contact for internal and external communication, directing inquiries to the appropriate areas and individuals during the business day.
• Coordinate with various areas and individuals to ensure smooth operations and resolve any issues or concerns raised by visitors/guests or stakeholders.

Administrative Support

• Provide administrative support for scheduling relationship meetings.
• Provide administrative support as needed, including data entry within the Salesforce/CRM system to maintain accurate and up-to-date relationship information ensuring efficient relationship management and communication.
• Manage office supplies, inventory, and equipment maintenance for the reception area.
• Oversight of Salesforce/CRM system to account for accuracy and extraction of new information and data that will be recorded and retained in the Salesforce/CRM from meeting notes/actions, and communication provided by the team pertinent to the relationship.

Brand Ambassadorship

• Uphold the enterprises brand image and values through professional demeanor, appearance, and behavior.
• Function as a brand ambassador, positively representing the enterprise’s culture and values to relationships, visitors/guests, and stakeholders.

Skills

• Strong communication skills, both verbal and written, with the ability to convey complex information clearly.
• Strong organizational skills.
• Friendly.
• Attention to detail.

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off

Ability to Commute:

• Martinsburg, WV 25403 (Required)

Ability to Relocate:

• Martinsburg, WV 25403: Relocate before starting work (Required)

Work Location: In person

Salary : $45,000