Director of First Impressions/Administrative Assistant

Shane Hall Financial; Amarillo (TX); On-site; USD 35,000 - 40,000; Full time

Job summary

Join a dynamic and welcoming team as the Director of First Impressions at a specialized Wealth Management Firm. This exciting role is perfect for someone who thrives on providing exceptional client service and enjoys a variety of administrative tasks. As the first and last point of contact for clients, you'll play a crucial role in ensuring a positive experience. Your organizational skills and professional demeanor will shine as you manage client interactions, assist with scheduling, and support the marketing efforts of the firm. If you're eager to make a difference in people's lives and be part of a dedicated team, this opportunity is for you!

Qualifications

• Polished presentation and excellent customer service attitude required.
• Experience in office settings and event planning preferred.

Responsibilities

• Greet clients and ensure they feel welcome in the office.
• Assist with scheduling and managing client appointments.
• Maintain office supplies and common areas.

Skills

Customer Service

Interpersonal Skills

Multitasking

Attention to Detail

Professional Presentation

Education

High School Diploma

Experience in Office Setting

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Teams

Job description

Director of First Impressions/Administrative Assistant

Amarillo, TX

Company: Shane Hall Financial

Base Pay Range: $35,000.00/yr - $40,000.00/yr

Additional Compensation: Annual Bonus

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.

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:

1. Greeting clients and making them feel welcome and important when visiting the office
2. Answering and directing incoming calls
3. Fielding calls and obtaining information from clients for advisors/ops as needed
4. Distributing to appropriate team members
5. Sending mail to clients for the team
6. Assisting team in scheduling client and prospect appointments
7. Documenting calls/emails in client management system
8. Utilizing Schedule Once and MyRepChat
9. Meeting confirmations
10. Maintaining supplies and common areas:
1. Coffee bar/breakroom snacks
2. Office supplies
3. Conference Rooms
4. Office Equipment
11. Gifts and entertainment:
1. Sending gifts and/or greeting cards, as needed
2. Documenting in Salesforce
12. General cleaning of kitchen and dishes, as well as lobby and conference rooms
13. Supporting advisor and operation teams, as needed
14. Copies/scans documents into electronic file system and Salesforce
15. Point of contact for various general office systems:
1. Phone
2. Computer Tech
3. Internet company
4. Building Maintenance
16. Adhering to compliance policies and procedures
17. Ability to take direction and support team members on special projects
18. Other duties, as assigned

Position Requirements:

1. Must have polished and professional presentation
2. Excellent attitude and a desire to provide exceptional customer service
3. Experience in an office setting and event planning, preferred
4. Computer literacy and aptitude for learning new programs and processes:
1. Knowledge of Word, Excel, PowerPoint, Teams, required
2. Knowledge of Financial Industry programs (Salesforce, Orion, Egnyte, etc.), preferred
5. Ability to take direction and a desire to support all team members
6. Ability to multitask
7. Highly organized with strong attention to detail
8. Exceptional interpersonal skills both in‐person and via phone

Seniority Level: Entry level

Employment Type: Full-time

Job Function: Administrative