Director of First Impressions & Events

Company Description

Yack Wealth Management is a comprehensive financial planning firm offering Retirement Planning, Investment Planning, Income Planning, Tax Planning, Legacy Planning, and Healthcare Planning services. Located in Indian Wells, CA, Yack Wealth Management is committed to building long-term relationships with clients and providing personalized attention to help clients achieve their financial goals. Yack Wealth Management is an energetic atmosphere looking for a new member of our team who wants to continue to grow alongside us.

Role Description

This is a full-time on-site role for a Director of First Impressions & Events. The Director of First Impressions & Events will be responsible for receptionist work (answering phones, greeting clients, scheduling meetings, etc.) as well as planning and managing events such as dinner seminars, financial educational workshops and client appreciation events hosted by Yack Wealth Management.

Qualifications

- Create a positive and welcoming experience for all clients and guests.
- Greet and assist visitors, clients, and employees with a friendly and professional demeanor.
- Answer phone calls, transfer calls, and take messages as necessary.

- Schedule Meetings and Phone Conferences for Advisors.
- Manage incoming and outgoing mail, packages, and deliveries.
- Maintain a clean and organized reception area.

- Handle the planning and coordination of Client Appreciation Events, Dinner Seminars, and Educational Workshops hosted by Yack Wealth Management.

- Strong communication skills, both verbal and written.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
- Experience with advertising sales, performance marketing, analytics, social media marketing, Google research, Adobe Creative Suite, email marketing, and content marketing is highly desirable.
- Ability to multitask and prioritize tasks effectively.
- Excellent organizational skills with attention to detail.

This is an exciting opportunity for someone who enjoys providing exceptional customer service and would like to be a part of a fast pace, fast growing company. As the Director of First Impressions and Events, you will be the welcoming face of our company and play a key role in creating a positive first impression for our visitors. If you are a highly motivated individual with excellent communication skills and a strong attention to detail, we would love to hear from you. We are a fast-growing, high-energy firm looking for someone who is passionate about what they do and works well in a team setting.

Salary plus bonus structure - Employer Paid Health Insurance - 401k

Please note that this is not an entry-level position. Previous experience in customer service / an event planning role is necessary.

Job Type: Full-time

Pay: $25.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Indian Wells, CA 92210: Relocate before starting work (Required)

Work Location: In person