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Director of First Impressions

North Liberty, IA

Job Information:

Hawkins Wealth Management, a growing wealth management firm, is seeking a Director of First Impressions to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! 

Our mission at Hawkins Wealth Management is to have close relationships with our clients, helping them realize their hopes and dreams is truly what makes life better…for all of us. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

The Director of First Impressions plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have a positive experience. 

Responsibilities & Activities

  • Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office
  • Handles incoming telephone calls
  • Sorts and distributes the mail
  • Sends weekly market commentary
  • Coordinates the assembly and mailing of client paperwork, birthday cards and miscellaneous correspondence
  • Handles online document storage 
  • Orders and handles office supplies
  • Coordinates outside vendors
  • Assists with event and travel coordination
  • Assists with office scheduling, including Wealth Advisor calendars
  • Develops and maintains written documentation (systems) of all activities
  • Writes down 6 Most Important and prioritizes them each day before leaving office
  • Performs other duties as assigned

Knowledge, Skills & Abilities

  • Excellent interpersonal skills
  • Excellent attitude and an extraordinary client service orientation
  • Superior phone skills—friendly and helpful in all interactions on the phone
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills and ability to multi-task
  • Professional demeanor
  • Proficiency with Microsoft Office Suite
  • Attendance is an essential function

Compensation & Benefits

  • Total compensation package includes;
    • Competitive salary
  • 401(k) with company match and profit-share potential
  • Medical, Dental, Vision, Short-term Disability & Long-Term Disability insurances available
  • PTO & paid holidays

Hawkins Wealth Management is an Equal Opportunity Employer. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on improving our client’s lives.

For more information about our company, please visit our website

Application Instructions:

If you’re interested in this opportunity, please send your resume and letter of interest to Nicole Parsons at Given the high demand for this position, we’re only able to contact the most qualified candidates.

Applying for:

Director of First Impressions

Hawkins Wealth Management

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Posted 08/03/17

Job ID: 61579