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Director of First Impressions

Company: Connors Wealth Management
Location: Cocoa Beach
Posted on: November 22, 2022

Job Description:

*Job Summary*This position plays a vital role in setting the tone for the organization. As the first and last person that clients see when they are in the office, the Director of First Impressions/Executive Receptionist is instrumental in ensuring guests receive a WOW experience every time they come into contact Connors Wealth Management.*Responsibilities and Duties** Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office* Manages all incoming calls in a professional and courteous manner* Sends periodic client correspondence* Handles calendars for the Wealth Advisor(s) and others in the office* Orders and manages office supply inventory* Manages customized client gifts within budget* Performs other duties as assigned*Qualifications and Skills* * Proven 3-to-5-year track record for one company, preferably in client/customer service* Excellent interpersonal and conversational skills* Positive, upbeat attitude and an extraordinary level of client services* Superior phone skillsfriendly and helpful in all interactions* A genuine interest in serving and caring for other people* Excellent organizational and time management skills and ability to multi-task* Proficiency with Microsoft Office Suite* Experience with CRM systems preferred* Professional office dress attire required* Attendance is an essential function*Benefits*In exchange for your expertise, we offer a base salary, performance bonus, 401(k) with a generous company match, health benefits, and an exceptional working environment with future career growth potential.The position is based in a very professional Brevard County office location. Our culture is fast-paced, professional, and with our clients at the center of our work. We are a health and fitness-oriented organization - smokers need not apply.For more information about our company and our team, please visit our website www.ConnorsWealth.com.Job Type: Full-timeJob Type: Full-timePay: $15.00 - $22.00 per hourBenefits:* 401(k)* Paid time offSchedule:* 8 hour shiftWork Location: One location

Keywords: Connors Wealth Management, Melbourne , Director of First Impressions, Executive , Cocoa Beach, Florida

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