First Impressions Representative

Conservative Financial Solutions; Harrison (OH); On-site; USD 51,577,000 - 63,039,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Paid holidays

Bonus opportunities

Life and disability insurance

Company and employee events

Job summary

Conservative Financial Solutions in Harrison, Ohio welcomes a polished First Impressions Representative to greet clients and support a professional front desk. You’ll manage arrivals, check-ins, ringing in new clients, and ensure everyone is directed to the right team with courtesy and care.

You’ll handle multi-line calls, scheduling, calendar coordination, and meeting room prep while maintaining confidentiality and a positive, organized work area. Training and ongoing support are provided.

Qualifications

• High school diploma or equivalent.
• Strong communication and interpersonal skills.
• Ability to maintain confidentiality.
• High attention to detail.
• Professional appearance and communication.
• Ability to occasionally lift up to 25 pounds.

Responsibilities

• Greet clients and guests warmly as they arrive.
• Check clients in and notify the appropriate team member.
• Learn and remember client names.
• Offer beverages and assist with coats.
• Engage clients in friendly, professional conversation.
• Escort clients to meeting rooms.
• Pay attention to delays or needs and address them proactively.
• Maintain a welcoming, organized reception area.
• Assist with DocuSign and related tasks.
• Complete additional administrative projects as needed.

Skills

Warm personality

Excellent communication

Highly organized

Attention to detail

Empathetic

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Redtail CRM

DocuSign

Multi-line phone system

Job description

Conservative Financial Solutions is looking for a positive, professional, and highly organized individual to join our team as a First Impressions Representative.

This position is much more than answering phones or sitting at a front desk. Our First Impressions Representatives are often the first people our clients see when they walk through our doors and the first voices they hear when they call our office. We want every client to feel welcomed, recognized, and genuinely cared for.

The right person naturally enjoys interacting with people, takes pride in creating a great experience for others, and brings a positive attitude to work each day. Whatever may be happening behind the scenes, our clients should always be greeted by someone who is warm, upbeat, patient, and ready to help.

At the same time, this position requires exceptional attention to detail. Our clients trust us with sensitive personal and financial information, and protecting that information is a responsibility we take very seriously.

We're looking for someone we can trust—not only to complete a list of tasks, but to recognize what needs to be done and take ownership of it.

What You’ll Do...

You’ll help set the tone for every client’s experience in our office by:

• Warmly greeting clients and guests as they arrive
• Checking clients in and notifying the appropriate team member
• Learning and remembering client names
• Offering beverages and assisting with coats
• Engaging clients in friendly, professional conversation
• Escorting clients to meeting rooms
• Paying attention to clients who are waiting and proactively addressing delays or needs
• Maintaining a welcoming, organized, and professional reception area
• Helping ensure clients leave our office with the same positive impression they had when they arrived

Manage Incoming Calls

You’ll serve as one of the primary voices of Conservative Financial Solutions by:

• Answering a multi-line phone system in a friendly and professional manner
• Determining the reason for a client’s call and directing them appropriately
• Answering basic questions when appropriate
• Scheduling and rescheduling appointments
• Taking accurate and detailed messages
• Recognizing urgent or sensitive situations and escalating them appropriately
• Maintaining professionalism and patience when assisting frustrated or concerned callers

Coordinate Calendars & Appointments

Strong Microsoft Outlook skills are especially important in this position.

Responsibilities include:

• Scheduling and rescheduling client appointments
• Managing multiple advisors’ calendars
• Coordinating meeting and conference rooms
• Sending and updating calendar invitations
• Coordinating Zoom appointments when requested
• Identifying and preventing scheduling conflicts
• Communicating schedule changes with clients and team members

Prepare for Client Meetings

You’ll help ensure our advisors and clients are ready for each appointment by:

• Preparing or organizing necessary paperwork
• Confirming rooms and schedules are ready for upcoming appointments
• Communicating client arrivals to advisors and staff
• Scanning and properly routing documents following meetings
• Updating information in Redtail CRM as appropriate
• Resetting meeting rooms for the next appointment
• Ensuring client paperwork and follow-up items reach the appropriate team member

Keep the Office Running Smoothly

The Welcome Center also handles many of the small details that make a professional office operate successfully.

Responsibilities may include:

• Incoming and outgoing mail
• FedEx/UPS shipments and deliveries
• Scanning and filing
• Shredding confidential documents
• Ordering and stocking office supplies
• Maintaining beverages and hospitality supplies
• Preparing client birthday cards
• Assisting with client mailings
• Maintaining the lobby, kitchen, conference rooms, and other client-facing spaces
• Operating scanners, copiers, printers, and other office equipment
• Assisting with DocuSign
• Completing additional administrative projects as needed

Take Ownership

One of the most important qualities we’re looking for is initiative.

If a client has been waiting too long, we expect you to notice.

If a conference room needs to be reset, take care of it.

If we’re running low on beverages or supplies, address it before we run out.

If something doesn’t look right in the lobby, fix it.

If an advisor hasn’t been notified that a client arrived, follow up.

We want someone who takes ownership of the Welcome Center and doesn’t need to wait for someone else to point out what needs to be done.

Accuracy & Confidentiality Are Non-Negotiable

Because you’ll work with sensitive client and financial information, exceptional attention to detail is required.

Before emailing, mailing, scanning, uploading, or otherwise distributing client information, you’ll be expected to carefully verify the recipient, documents, and information for accuracy.

Protecting our clients’ privacy is one of the most important responsibilities of this position.

Who We’re Looking For

Our ideal candidate is:

• Warm, friendly, and naturally hospitable
• Consistently positive and upbeat
• Professional and polished
• Outgoing and conversational
• Patient and empathetic
• Calm under pressure
• Extremely organized
• Detail-oriented
• Proactive and self-motivated
• Dependable and trustworthy
• Confident communicating with clients both in person and over the phone
• Able to manage numerous small responsibilities without allowing things to fall through the cracks
• Comfortable learning new processes and technology
• Someone who notices what needs to be done and takes care of it

Previous reception, administrative, financial-services, or client-service experience is helpful, but finding the right person is more important to us than finding the perfect résumé.

Technology

Candidates should be comfortable with or capable of quickly learning:

• Microsoft Outlook — strong proficiency is important
• Redtail CRM
• DocuSign
• Multi-line phone systems
• Scanners, copiers, printers, and general office technology

We provide training and understand that learning a new company takes time.

Our goal, however, is that within approximately 90 days, you can confidently and independently handle the normal day-to-day responsibilities of the Welcome Center without requiring regular assistance.

Success in this position means earning the trust of leadership and your coworkers to handle the responsibilities and situations that come your way.

Schedule

We’re open to structuring this position around the right candidate.

32-Hour Option

Monday–Thursday

9:00 AM–5:00 PM

40-Hour Option

Monday–Friday

9:00 AM–5:00 PM

The 40-hour position will generally use Fridays to assist other departments with administrative projects and other company needs in addition to Welcome Center responsibilities.

Due to the nature of the position and the need for continuous front-desk coverage, lunch is typically taken at the Welcome Center or when the daily client schedule allows.

This position is primarily based in our Harrison, Ohio office, although occasional work at another Conservative Financial Solutions location may be requested.

Starting pay: $18–$22 per hour, based on experience

Both the 32-hour and 40-hour schedules are eligible for our employee benefits, including:

• Health insurance
• Paid time off
• Paid holidays
• Bonus opportunities
• Life and disability insurance
• Company and employee events

Requirements

• High school diploma or equivalent
• Strong communication and interpersonal skills
• Strong organizational and time-management skills
• Ability to maintain confidentiality
• High attention to detail
• Professional appearance and communication
• Ability to occasionally lift up to 25 pounds
• Ability to regularly move throughout the office, receive deliveries, stock supplies, and prepare meeting spaces

About Conservative Financial Solutions

We’re a close‑knit, team‑oriented financial services firm that takes our work seriously without taking ourselves too seriously.

Our environment is professional but fun, family‑oriented, client‑first, and built around teamwork. Many members of our staff have been with us for years, and we value creating a workplace where people enjoy coming to work and can build a long‑term career.

We also believe a great culture and high expectations can coexist. We hold ourselves accountable, expect people to take ownership of their responsibilities, and work together when someone needs help.

If you’re someone who genuinely enjoys people, stays organized, pays attention to the details, takes initiative, and wants to become a trusted member of a close‑knit team, we’d love to hear from you.