What are the responsibilities and job description for the Director of First Impressions position at Retirement Investment Advisors, Inc.?
Retirement Investment Advisors, Inc. a local retirement planning firm, is proud to be recognized as a Top Advisory Firm in more than 40 local and national publications. This includes recognition as a "Best Financial Advisor" by both Expertise.com and AdvisoryHQ.
Dynamic career opportunity for a mature, professional, caring, and attentive Director of First Impressions to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable and well organized. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently. Must have excellent follow-through and be a self-starter. The salary range is $46,000 to $74,000, based on experience.
Duties and Responsibilities
- Answer the telephone, retrieve messages, and manage caller voice mail
- Greet visitors to the office in a professional, respectful, and cheerful manner
- Prepare daily outgoing mailings and organize and distribute incoming mail
- Maintain internal record keeping logs
- Maintain conference rooms for all meetings
- Assist other staff members, as needed and required
Knowledge, Skills and Abilities
- Confidentiality
- Excellent attitude and extraordinary client service experience
- A strong focus on getting the details right
- Computer proficiency in Outlook, Excel, Word, etc.
- Outstanding verbal, written, and interpersonal communication skills
- Telephone skills
- Self-motivation
Mission Statement
Retirement Investment Advisors, Inc. commits to be the company worthy of helping people achieve financial security for life.
Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER® professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way.
Salary : $46,000 - $74,000