Director of First Impressions

Position: Director of First Impressions

Firm: Carolina Retirement Planners

Location: Wilmington, NC

Overview:

At Carolina Retirement Planners based in Wilmington, NC, we're redefining what an exceptional client experience looks like. As a fast-growing, values-driven, boutique wealth management firm, we're dedicated to helping retirees and pre-retirees Pursue Their Best Retirement through personalized advice and lifelong relationships. Everything we do is guided by our core values: Respect the Family by putting people first, Extreme Ownership in every interaction, always acting in our clients' Best Interest, delivering an Elite Experience at every touchpoint, and embracing Endless Evolution through continuous learning and improvement.

As the Director of First Impressions, you'll become the first smiling face clients to see when they walk through our doors and the reassuring voice they hear when they call. You'll play a vital role in creating the warm, professional atmosphere that defines Carolina Retirement Planners. Working alongside a collaborative team, you'll keep our office running smoothly while ensuring every client, guest, and teammate experiences the care, organization, and attention to detail that helps families Pursue Their Best Retirement.

What You’ll Do:

• Welcome clients and visitors with professionalism and warmth
• Answer and direct incoming phone calls
• Monitor and distribute incoming office emails
• Prepare conference rooms and Advisor offices for client meetings
• Receive, sort, and distribute incoming and outgoing mail and deliveries
• Process outgoing mail and packages
• Prepare and send appointment confirmation letters and packets
• Maintain an organized, welcoming reception area
• Offer beverages and hospitality to clients and guests
• Maintain the firm’s CRM system (Redtail) through accurate data entry and database management
• Monitor inventory of client beverages and snacks
• Communicate office and hospitality supplies needs
• Maintain office organization and appearance
• Assist with special projects and team initiatives
• Monitor inventory of office supplies
• Participate in weekly staff meetings
• Assist with company events and client appreciation activities
• Support advisors and staff with administrative tasks as needed

What We’re Looking For:

• High School Diploma
• 1 years of experience working in a professional office and fast-paced environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems
• Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Excellent communication; written and verbal
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Bonus Points:

• Experience with CRM (Customer Relationship Management) system is a plus

What You’ll Get:

Pay & Perks:

• $20/hr - $23/hr based on experience
• Employer paid Life and Health Insurance
• Dental & Vision Insurance after 90 days
• 401K with match after 90 days
• Employer paid YMCA membership available immediately
• ½ day summer Fridays
• Paid holidays available immediately
• Maternity & Paternity leave after 1 year
• Vacation available after 6 months
• Sick leave available immediately
• Paid CE & Licensing
• Licensing and Designation Support
• Dog friendly office environment

Schedule:

• In office: Monday 7am-5pm, Tuesday-Thursday 8:30am-5pm, Friday 8:30-4pm
• Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com