What are the responsibilities and job description for the Receptionist - Director of First Impressions (Part-Time) position at Parker Financial LLC?
Location: Silverdale, WA 98383 (In-Office, No Remote Work)
Schedule: Part-Time | Tuesday, Wednesday, Thursday | 8:00 AM – 5:00 PM (Includes a 1-hour unpaid lunch)
Compensation: $19.00 - $24.00 / hour (Depending on experience)
About Parker Financial LLC
Parker Financial is a Registered Investment Advisory firm specializing in the wealth management of pre-retirees and retirees. We are a small, dedicated team committed to pursuing our purpose statement:
"We are faithful stewards who educate and inspire retirees to take action so as to achieve clarity, confidence, and freedom. So that when we stand before God we will be greeted with 'well done good and faithful servant.' Matthew 25:21"Position Summary
We are looking for a Director of First Impressions who thrives on building relationships and loves greeting clients. As the first point of contact for our firm, a professional demeanor, warm personality, and exceptional communication skills are a must.
This role balances a high-energy social component with a strong, detail-oriented administrative workload. While this position is currently structured as part-time (24 hours/week), there is a strong opportunity for the role to transition into full-time employment as our company expands. If you are a proactive, linear thinker who loves to serve others and wants to grow long-term with a company, we want to hear from you.
Key Responsibilities
- Client Experience: Greet and seat arriving clients, answer inbound calls, and make outbound follow-up calls with a warm, professional rapport.
- Administrative Support: Manage data entry, and detailed organization of client accounts/files.
- Operations & Paperwork: Assist the administrative team with preparing client applications, processing paperwork, and generating reports.
- Team Collaboration: Assist with event planning and office supply runs. Be willing to act as a "jack-of-all-trades" to support our small business environment.
Qualifications & Requirements
- Education: AA Degree or higher preferred (High School Diploma/GED 1 year of relevant experience accepted).
- Technical Skills: Basic to intermediate knowledge of MS Office or Google Suite applications. Previous experience using a CRM (Customer Relationship Management) system is a major plus.
- Skills: Typing speed of minimum 40 WPM (Test your speed at typingtest.com before applying).
- Industry Experience: A background in banking, finance, or wealth management is a major plus.
- Logistics: Valid Driver’s License and reliable vehicle required for occasional supply runs, training, and events.
- Physical Demands: Ability to reach, bend, dial, and occasionally lift/move objects up to 20 lbs.
- CRM database
Benefits & Perks
- Basic Life Insurance eligibility after 30 days (1 month)
- Health Insurance eligibility after 90 days
- 401(k) eligibility after 1 year
- 13.5 Paid Federal Holidays
- 10 days Paid Time Off (pro-rated the first year; use-it-or-lose-it)
- Accrued Sick Leave per WA State L&I standards
- Excellent potential for upward mobility within the firm
Professional Appearance Guidelines
We serve pre-retirees and retirees who value a traditional, highly professional environment.
- Dress Code: Business casual (no jeans, short skirts, or spaghetti straps).
- Body Art & Piercings: All tattoos must be discreetly and fully covered at all times (band-aids are not permitted as coverage). Ear piercings are limited to a maximum of two per ear (earrings no larger than a quarter; no gauges/plugs). No facial or nose piercings are permitted.
- Nails: Tasteful painted nails/nail art allowed, not to exceed 3/4" in length.
How to Apply
Please submit your resume, a cover letter, and 3 personal references through Indeed.
⚡ Want to speed up the hiring process? Bring your items by our office in person between 9:00 AM and 2:00 PM, Monday through Thursday.
Office Location:
Parker Financial LLC
9230 Bay Shore Dr NW #201
Silverdale, WA 98383
Pay: $19.00 - $24.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Application Question(s):
- Can type a minimum of 40 wpm. We will have you test this skill if selected to move forward.
Education:
- Associate (Preferred)
Experience:
- Administration Assistant or Receptionist: 2 years (Preferred)
Ability to Commute:
- Silverdale, WA 98383 (Required)
Work Location: In person
Salary : $19 - $24