Job Description

Who we are…

At Shane Hall Financial, 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 25 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 member 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 service and 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

● Assist team in scheduling client and prospect appointments

• Documenting calls/emails in client management system
• Utilize Schedule Once and MyRepChat
• Meeting confirmations

● Maintain supplies and common areas:

• Coffee bar/breakroom snacks
• Office supplies
• Conference Rooms
• Office Equipment

● Clean meeting rooms in between client meetings

● Gifts and entertainment

• Sending gifts and/or greeting cards, as needed
• Documenting in Salesforce

● General cleaning of kitchen and dishes, as well as lobby and conference rooms

● Support advisor and operation teams, as needed

• Copies/scans documents into electronic file system and Salesforce

● Point of contact for various general office systems

• Phone
• Computer Tech
• Internet company
• Building Maintenance
• Cleaning Companies

● Adhering to compliance policies and procedures

● Ability to take direction and support team members on special projects

● Other duties, as assigned

Position Requirements:

● Must have polished and professional presentation

● Excellent attitude and a desire to provide exceptional customer service

● High School diploma, required

● Experience in an office setting and event planning, 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

● 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

Job Tags

Similar Jobs