Director of First Impressions

About Our Company

Satovsky Asset Management (SAM) is an independent, boutique wealth management firm dedicated to aligning mindfulness with financial advisory. Our holistic approach integrates behavioral coaching, financial planning, and investment management to cultivate long-term prosperity and peace of mind. We pride ourselves on fostering a family-oriented, collaborative culture rooted in integrity, continuous learning, and personalized service. 

About the Role 

We are seeking a poised, articulate, and highly organized individual to serve as our Director of First Impressions, a pivotal role that blends front-of-house excellence with executive and personal support. The successful candidate will be the face and voice of our firm, ensuring a seamless and welcoming experience for clients, while also managing a range of administrative, logistical, and personal tasks. This role requires discretion, initiative, and a service-oriented mindset. To ensure success, top candidates need to work with the entire team to coordinate all client service activities with a focus on delivering a “wow “client experience. This position is a hybrid position (3 days in the office) and would report directly to the Head of Operations. 

Duties and Responsibilities include: 

• Responsible for all receptionist duties (e.g. greeting clients, coordinating setup for office meetings, signing for mail, accepting office deliveries, etc.).
• Responsible for managing reception area to maintain professional image, as well as maintaining the office environment to the highest standards.
• Maintain shared office calendar, including scheduling and confirmation of client meetings.
• Responsible for all personal administrative matters and managing both personal and professional activities for the CEO.
• Schedule staff meetings and professional development sessions – responsible for meeting/session minutes.
• Coordinate travel arrangements for CEO and other staff, where needed.
• Liaise with IT on basic office technology needs such as computer updates and onsite visits.
• Support Marketing on all client communication maintenance and coordination.
• Maintain service calls for office repairs and office equipment.
• Sort, review and organize mail.
• Maintain gift log, and other logs or spreadsheets as needed, for compliance purposes.
• Maintain and create client records by filing and organizing client information, forms, correspondence, spreadsheets and documents.
• Oversee office supplies, catering, and vendor relationships
• Support client engagement initiatives, including gifting, events, and correspondence.
• Answer and direct phone calls.
• Update and maintain our CRM.
• Pay bills and secure petty cash log.
• Manage and maintain client birthday cards, note cards, holiday cards, etc., as needed.
• Print and mail custodial statements and tax forms to clients and their accountants, as requested.
• Coordinate internal events and team-building interactive experiences.

Knowledge and Skills:

• Must possess a passion for helping clients and other team members.
• Excellent verbal and written communication, interpersonal skills and emotional intelligence.
• Must possess high standards of professional ethics, including the capability to handle sensitive information.
• Extremely proactive, resourceful and solutions oriented. The ability to multitask and follow up and be persistent are key.
• Must be a team player with a positive attitude.
• Comfortable managing both high-level executive support and day-to-day office operations.
• Extremely reliable and follows through on commitments.
• Impeccably organized with strong attention to detail.

Qualifications:

• 3 years of experience in client services, administrative or related experience.
• 3 years of experience in finance or related field preferred.
• Proficiency with CRM systems and Microsoft Office suite.
• Basic understanding of the financial markets and financial planning process preferred.
• NY notary, or interest in obtaining one, a plus.

Compensation and Benefits:

• Competitive salary commensurate with experience.
• Discretionary Bonus Pool aligned to firm success.
• Health, Vision and Dental insurance.
• 401K Retirement Plan with Matching Contribution.
• Discretionary Profit-Sharing Plan.
• Enhanced paid time off.
• Hybrid work environment.
• Health and wellness initiatives.
• Employee Appreciation Program.
• Mentorship and learning opportunities with a collaborative and growth-minded team.