Overview
Director of First Impressions – Financial Firm Jobs in Madison, Wisconsin, USA at Jobleads-US
Position: Director of First Impressions – Financial Firm – Madison, WI
Position: Director of First Impressions – Financial Firm – Madison, WI
Location: Madison, WI
Job : 3541
# of Openings: 1
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.
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
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
Compensation:
$40,000 – $50,000 – Based on Experience
Hours:
8:00 AM – 5:00 PM
Benefits:
Unlimited PTO
401K
Profit Sharing
Free Lunches
All-expense paid Team Trip for you and plus one!
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 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!
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Title: Director of First Impressions – Financial Firm
Company: Jobleads-US
Location: Madison, Wisconsin, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator)
