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Form of workAbout Carson Wealth
At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future… and it doesn't have to be complicated. We are a specialized Wealth Management Firm serving entrepreneurs, business owners, executives, and their families. For over 20 years our clients have enjoyed our trusted services – helping them find their True Wealth, organizing towards their goals and allowing them time for what matters most.
Position Expectations
- The Director of First Impressions is an essential part of our team. In collaboration with the other stakeholders, this position is responsible for initiating, delivering and supporting other team members in providing extraordinary client service. This individual must be outgoing, positive, professional, caring and genuinely interested in making other people feel special. As the first person and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have a great experience. The secondary and equally important purpose of this position is to assist and support the marketing efforts of the firm that will serve to advance progress towards the firm's vision.
Essential Job Functions
- Greeting clients and making them feel welcome and important when visiting the office
- Answering and directing incoming calls
- Fielding calls and obtaining information from clients for advisors/ops as needed
- Processing incoming/outgoing mail
- Distribute to appropriate team members
- Send mail to clients for team
- Event Planning and Execution for Team, Clients, Prospects and Networking
- Maintaining Love Affair Marketing Records
- NPS Survey
- Send surveys to clients and record results
- Present results at team meetings
- Gifts and entertainment
- Sending gifts and/or greeting cards, as needed
- Documenting in Salesforce
- Assist team in scheduling client and prospect appointments
- Documenting calls/emails
- Utilize Calendly and MyRepChat
- Meeting confirmations
- Maintain supplies and common areas:
- Coffee bar/lobby snacks
- Bathrooms
- Office supplies
- Kitchen
- Conference Rooms
- Office Equipment
- Clean meeting rooms in between client meetings
- Send mass client communications (with assistance from Marketing Coordinator)
- General cleaning of kitchen and dishes, as well as lobby and conference rooms
- Coordinate all business travel arrangements for team
- Support Diamond Team and Centralized Client Service team, as needed
- Copies/scans documents into Engyte
- Office Coverage, Holiday and Summer Schedules for location
- Point of contact for various general office systems
- Mitel (phones)
- Sharpe (computers)
- Internet company
- Pest Control
- Building Maintenance
- Cleaning Companies
- Adhering to compliance policies and procedures
- Ability to take direction and support team members on special projects
- Participate in our internal meeting rhythms and develop quarterly Key Performance Indicators
- Other duties, as assigned
Position Requirements
- High School diploma, required
- Experience in an office setting, preferred
- Computer literacy and aptitude for learning new programs and processes:
- Knowledge of Word, Excel, PowerPoint, Teams, required
- Knowledge of Financial Industry programs (Salesforce, Orion, Egnyte, etc.), preferred
- Desire to provide exceptional customer service
- Ability to take direction and a desire to support all team members
- Ability to multitask
- Highly organized with strong attention to detail
- Exceptional interpersonal skills both in-person and via phone
Required TopGrading Assessment
- CLICK HERE to access assessment
PI234270088
