Director of First Impressions/Office Manager

Director of First Impressions/Office Manager

The Director of First Impressions/Office Manager will wear many hats in this small office environment and be the first person that clients and prospects encounter. Since we are a small team, it’s paramount to find someone who will thrive in a role where they will be asked to help in numerous areas of our business.

Key Responsibilities:

· Greet clients and provide beverage service and small talk

· Answer emails and phone calls from clients

· Organize, prioritize, and keep track of projects

· Schedule appointments and manage the company calendar

· Prepare professional letters and correspondence

· Maintain compliance within industry regulations

· CRM management

· Acts as the executive assistant to the Owner

· Social media and marketing support

· Prepare financial documents and forms for clients

· Manage tasks and data entry

· Problem solve and troubleshoot office issues

· Some light cleaning and tidying

· Other duties/projects, as assigned

Objectives:

· Develop and maintain solid relationships with clients.

• Investigate and resolve various administrative matters impacting the client’s overall situation, to include abandoned property issues, and any other activity or issue needing attention.

· Provide operational support for all existing and new clients.

• Proactive follow-up with clients to confirm account updates, paperwork, and check receipt.
• Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
• Review notes from client meetings and assign or complete action items.
• Set up new client online account access and assist existing clients with online account access
• Document all communication & interactions with clients and prospects in CRM
• Track and submit insurance licensing, renewal, and appointments
• Handle miscellaneous operational activities and projects

Qualifications and Experience

· A minimum of 1-2 years of client service/administrative experience

· Master juggler who has the ability to dive in and completely own the position

· An individual who finds purpose in helping others and managing a large, diverse workload

· Experienced in prioritizing tasks while working in a fast-paced environment

· Detail-oriented and self-motivated

· Proficient computer skills (ability to access email and the Internet) and experience in Outlook, Word, Excel required. Experience with CRM, financial planning and portfolio tools preferred

Benefits

· Competitive compensation.

· Health Insurance Benefits.

· Reimbursement of approved professional development expenses.

· Opportunities for career growth and career development plans.

· Paid training and professional development programs.

· Flexible work environment – paid time off, vacation time, and sick pay.

This position requires a patient and stable work style with consistency in handling a repetitive routine as well as managing interruptions. The ability to prioritize and organize efficiently is also important when managing multiple projects. The right candidate should have solid computer skills, a pleasant phone personality, the ability to learn new programs quickly, as well as being prompt, courteous, respectful, diligent, ethical, and friendly. Attention to the details of the work, handling them with accuracy and with careful attention to the quality of the work, is key to success in this client-facing role. Series 7 and Series 66 licensed, or interest in obtaining licenses, is a plus.

Compensation starting at $24/hour, commensurate with experience and skill. Normal business hours are 9am to 5pm, Monday through Friday, equaling a full week at 37.5 hours. Full-time or part-time transitioning to full-time is possible.

Job Type: Full-time

Pay: From $24.00 per hour

Benefits:

• Health insurance
• Paid time off
• Professional development assistance

Ability to Commute:

• Lansdale, PA 19446 (Required)

Work Location: In person