Director of First Impressions

Director of First Impressions

Are you dependable and highly detail-oriented with great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful Financial Planning firm near Madison, WI is seeking a Director of First Impressions to ensure smooth day-to-day operations while providing superior customer service to the firm’s prospects, clients, and team members. The ideal candidate will have at least 2 years of office/administrative experience and be able to perform general tasks such as handling calls, calendar, and database management and welcoming clients to the office. This team member will be instrumental in ensuring clients have the most memorable, positive experience.

Minimum Requirements:

• HS Diploma
• 2 years of experience in working in a professional office and fast-paced environment
• Proficient skills with MS Office Suite
• Comfortable and familiar with CRM platforms
• Industry experience preferred, but not required

This position requires that you possess the following skills:

• Strong organizational skills and strong attention to detail
• Proficient with filing, phone systems, faxing, and scanners
• Excellent communication skills; both verbal and written
• Calendar management
• Polished interpersonal and presentation competencies
• Exceptional phone skills
• Sincere and caring attitude
• Provide outstanding client service
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Responsibilities:

This position will assist the Team in maintaining exceptional customer service to help exceed client and regulatory expectations by following day to day tasks such as:

• Answer phones and greet clients in a friendly, warm manner
• Serve beverages and snacks to clients
• Ensure vendor supplies are stocked for client meetings
• Record notes from client conversation in an accurate manner
• Enter and maintain databases of clients and prospects
• Manage filing system
• Attend and contribute to team meetings
• Maintain the office environment in an immaculate and organized condition
• Maintain job-related/industry specific compliance files
• Assist in organizing events, event supplies, and promotional material
• Assist in the coordination of various vendor/client events
• Develop and mail letters and gifts to clients for various purposes upon request
• Prioritize daily tasks to be proactive in time management
• General back up support for all other positions consisting of varied tasks as needed

Salary

• $40,000- $50,000 - Based on Experience

Hours

• 8:00 AM - 5:00 PM
• Flex Schedule after 90 days

Need Time?

• Unlimited PTO

Let's Stay Healthy!

• Health/Dental/Vision

Save for Retirement!

• 401K

Bonuses!

• Profit Sharing
• Free Lunches
• All-expense paid Team Trip for you and plus one!
• Advancement opportunities
• Community Involvement

Presented by Advisor Employee Services Thank you for your interest in the Director of First Impressions role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!