Demo

Director of First Impressions

Magellan Financial
Omaha, NE Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 6/15/2025

Join Our Team as a Receptionist at Stonebridge Wealth Systems in Omaha, NE!

Are you a personable and organized professional with a passion for creating exceptional client experiences? Stonebridge Wealth Systems is seeking a Receptionist to be the welcoming face and voice of our firm. In this pivotal role, you will ensure that every client interaction reflects our commitment to personalized, holistic financial planning.

Key Responsibilities:

Client Reception and Communication:

  • Greet clients and visitors warmly, ensuring a positive and professional first impression.
  • Manage incoming calls with professionalism, directing inquiries to the appropriate team members.
  • Coordinate appointment scheduling and maintain the office calendar efficiently.

Administrative Support:

  • Handle incoming and outgoing mail and packages, ensuring timely distribution.
  • Assist with document preparation, data entry, and maintaining organized records.
  • Manage office supplies inventory and place orders as needed to ensure a well-equipped workspace.

Office Environment Management:

  • Maintain a clean, organized, and welcoming reception area that reflects our brand values.
  • Coordinate with facilities management for any office maintenance needs.

Qualifications:

  • High school diploma or equivalent; associate degree or relevant certification is a plus.
  • Proven experience in a receptionist, administrative assistant, or customer service role.
  • Exceptional verbal and written communication skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with office equipment.
  • Strong organizational skills with the ability to multitask effectively.
  • Professional appearance and demeanor, embodying the values of Stonebridge Wealth Systems.

Why Stonebridge Wealth Systems?

At Stonebridge Wealth Systems, we prioritize people and values over generic plans. Our mission is to guide clients across the bridge from uncertainty to independence, crafting customized financial plans aligned with their unique dreams. As the Director of First Impressions, you will play a crucial role in embodying this mission, ensuring that every client feels valued and supported from their very first interaction.

If you are a proactive individual with a passion for excellence in client service, we invite you to apply and become an integral part of our dedicated team.

Job Type: Full-time

Pay: $18.05 - $21.00 per hour

Benefits:

  • 401(k)
  • Health insurance

Schedule:

  • 8 hour shift

Ability to Commute:

  • Omaha, NE 68154 (Required)

Work Location: In person

Salary : $18 - $21

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Director of First Impressions?

Sign up to receive alerts about other jobs on the Director of First Impressions career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$41,386 - $50,832
Income Estimation: 
$46,208 - $58,785
Income Estimation: 
$41,386 - $50,832
Income Estimation: 
$46,208 - $58,785
Income Estimation: 
$36,827 - $46,853
Income Estimation: 
$41,386 - $50,832
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Magellan Financial

Magellan Financial
Hired Organization Address Lincoln, NE Full Time
Join Our Team as a Receptionist at Stonebridge Insurance & Wealth Management – Lincoln, NE Are you a personable, organiz...
Magellan Financial
Hired Organization Address Glastonbury, CT Full Time
About Us: At Summit Retirement Solutions (www.Summit-RS.com), we specialize in holistic retirement planning, insurance, ...
Magellan Financial
Hired Organization Address Champaign, IL Full Time
Retirement Planning Specialist Opportunity - Gadau Financial Group! Who is Gadau Financial Group? We're a different kind...

Not the job you're looking for? Here are some other Director of First Impressions jobs in the Omaha, NE area that may be a better fit.

Director of First Impressions

Carson Group Holdings, LLC, Omaha, NE

Youth Ministries Director

First United Methodist Church, Omaha, NE

AI Assistant is available now!

Feel free to start your new journey!