Job Description

Objectives: The Director of First Impressions is the first voice and face that our clients, recruits, vendors, business partners, advisors, and staff hear and see - a positive first impression makes a lasting impression. Your role is pivotal in creating a positive and welcoming environment for clients, visitors, and staff. You will be responsible for managing the front desk, greeting and assisting clients, answering phone calls and inquiries, managing the conference room calendars, office mail and deliveries, and ensuring the overall smooth operation of our reception area.

Our Standards: Our overall standard is "service excellence"; Our goal is to provide the very best experience for our clients and anyone that connects with our firm. As such, the Director of First Impressions must display:

• Ability to work and make decisions independently, with minimal supervision.
• Excellent written and verbal communication skills.
• Exceptional client service skills.
• Superior attention to tasks, detail, and follow through.
• Excellent organizational and time-management skills; ability to react appropriately to situations and events that require quick response or turnaround.
• Ability to prioritize and manage multiple tasks, projects, and assignments.
• Ability to adapt quickly and positively to change.
• Team player and collaborator; invest in building long-lasting relationships externally and internally.
• Must possess a will-do/can-do attitude.
• High standard of professionalism, ethics, confidentiality, and integrity; confidentiality will be paramount for this role.

Key Responsibilities:

Client Interaction:

• Provide a warm and welcoming environment for all guests.
• Greets and screens incoming visitors warmly and professionally.
• Promptly notifies appropriate individual/advisor of guests’ arrival.

Communication:

• Answer multi-line telephone systems, take accurate messages, and transfer telephone calls to

the appropriate person in an efficient manner.

• Respond to inquiries and provide information about our services and firm.
• Handle and distribute incoming and outgoing mail and packages.

Administrative Support:

• Maintain an organized and tidy reception area.
• Manage appointments and conference room reservations.

Education/Experience :

• High School Diploma or equivalent required.; Bachelor's Degree preferred or equivalent financial services industry experience.
• Series 65 preferred
• Prior financial service industry experience preferred.
• Strong technology skills required. Due to the amount of technology used for this position, the applicant must have the ability to learn and use the various software and programs pertaining to the financial industry and specifics for this position.
• Experience with Microsoft Suite, Google Suite, CRM, Salesforce, and Adobe preferred

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