Director of First Impression

Business & Financial Strategies

Job Reference #: 072420

Director of First Impressions

Company Overview:

Over the last 18 years, Business & Financial Strategies has developed a strong reputation in financial planning and investment management, here in the Iowa City/Cedar Rapids corridor.  Our unique ability revolves around the comprehensive range of financial services we deliver, with the creation of holistic financial plans that most critical component we feature to serve our clients.  We also help clients with individual investment portfolios, insurance/disability plans, 401(k) Retirement services, the development of executive benefits plans and corporate buy/sell agreements.  Our ability to provide superior guidance is evident from the lasting relationships we build with our clients.

The Director of First Impressions position is an excellent entry level opening for our company.  This role will provide you with exposure to a wide variety of tasks, as listed below.

Duties:

  • Greeting our clients and making important first impressions
  • Answer the telephone and direct incoming calls to the appropriate person
  • Scheduling client appointments and work events
  • Open and sort incoming mail and couriers; prepare outgoing mail and couriers
  • Basic day-to-day banking / payables / postage
  • Maintain inventory of stationary supplies
  • Creating and maintaining file client statements and correspondence
  • Assisting office managers with client paperwork
  • Keep the office clean & orderly
  • Ensure office equipment (printers, phones, computers) function properly
  • Provide administrative support for the Corporate Retirement Plans division
  • Assist with the implementation of marketing programs.  This will include researching prospective clients and sending out marketing communications.
  • Organizing client events and completing client correspondence and gift logs.

Qualifications:

  • Bachelor’s Degree preferred
  • Training in Word, Excel, Google Calendar, Google Docs,
  • A pleasant telephone manner and upbeat personality
  • Excellent English skills (verbal and written)
  • Very strong organizational skills and the ability to work with minimal supervision
  • A “can-do” attitude and enthusiasm to assist on a wide range of projects

Compensation:

  • Salary of $30,000 – $40,000 per year depending upon qualifications
  • 10 days paid time off to start
  • 5 personal days per year
  • 401(k) Retirement plan
  • Healthcare

Why Should You Apply?

  • Incredible work culture; flexible start and end times with a great team
  • Opportunities for career advancement
  • Great Benefits
  • Top industry pay
COVID-19 Precautions

We are following guidelines from the CDC and the Iowa Department of Public Health for this process.  We will be offering virtual meetings for individuals requesting.  For in-person interviews, we will following all guidelines from the CDC and IDPH.  

Application Instructions:

Please provide a resume and answers to the following intial questions:

Why are you searching for a new position?

What are the top three duties in the job you now have or in your most recent job?

What do you see as your strongest skills, and what are your key challenges?

Applying for:

Director of First Impression

Business & Financial Strategies

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

Job ID: 71395

Posted 22 days ago

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