Director of First Impressions

Hawkins Wealth Management

North Liberty, IA Administrative & Clerical / Customer Service
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!

Description:

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
  • Facilitates random acts of kindness for clients and staff
  • Maintains inventory and ordering of all supplies for the office
  • Coordinates outside vendors, including scheduling and communication to the team
  • Assists with event and travel coordination
  • Develops and maintains written documentation of all activities
  • Utilizes the firm's systems and processes, including time blocking, 6 most important, workflows, and open ticket checklists
  • Performs other duties as assigned

Knowledge, Skills, & Abilities
  • Excellent interpersonal skills
  • Positive attitude and an extraordinary client service orientation
  • Superior phone skills; friendly and helpful in all interactions
  • A genuine interest in serving and caring for other people
  • Excellent organizational skills, time management skills, and the ability to carry concurrent projects to completion
  • Professional demeanor
  • Proficiency with Microsoft Office Suite
  • Ability to learn new technology quickly
  • Attendance is an essential function
  • Expected to maintain confidentiality of all firm and client information

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 www.hawkinswealth.com.

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

Application Instructions:

Please email letter of interest and resume to Nicole Parsons at nicolep@hawkinswealth.com

Applying for:

Director of First Impressions

Hawkins Wealth Management

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Job ID: 66439

Posted 28 days ago

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