We are an independent, wealth management firm, 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. We are 100% focused on the client experience and always strive to make a lasting positive impact. 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. We are a small office of just a few individuals who work very closely with our clients and take care of them and each other.
The Director of First Impressions plays an important role in setting the tone for our organization. As the first and last person clients see when they are in the office, you are instrumental in making sure clients have the best experience possible. The role is diverse and has a number of aspects from phone work to CRM management and more. The successful person is going to be positive and always eager to help wherever you can. We are happy to train someone from outside of our industry as long as you bring a caring and nurturing approach to working with people.
Responsibilities & Activities
Knowledge, Skills, & Abilities
We offer a great working environment with a focus on work/life balance. We offer a full benefits package with Medical, Dental, Vision, Paid Time Off, Holiday Pay, 401K with a match, Short-term and Long-term disability, and some additional non-traditional creative benefits. Our office mascot is Oakley, a friendly golden retriever. This is a great opportunity to play a key role in the continued success of our company.