Director of First Impressions

5 days ago

Monroe, United States Oglesby Financial Group Full time

The ideal candidate is someone who has a background in "world class" customer care has strong administrative skills and is well organized and calm under pressure.

 

Director of First Impressions, Oglesby Financial Group


Location: Monroe, LA


About the Company: The Oglesby Financial Group is a top-ranked, award-winning, boutique wealth management firm with over three decades of experience in helping clients worldwide achieve their financial goals. The well-established firm is known for comprehensive, strategic financial planning, its partnership with Guardian Guided Portfolio Solutions™, a robust, proactive investment management platform utilized by clients and other financial advisors nationwide, and our unique delivery of a holistic client experience.


What we do: We help bridge the gap between clients’ finances and their dreams.


Why we do it: To help people live better lives.


What you’ll do: The Director of First Impressions will play an important role in setting the tone for the organization. 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 positive experience. Ability to work in a high capacity, high intensity position is a must, while maintaining a joyful and diplomatic spirit. Multitasking is necessary also, as this position is characterized by spontaneity and being ready for any phone call or visit. You will be the direct source of office support leadership, while maintaining office supplies and managing the calendar.


What you’ll do:

  • Open and prepare the Front Stage Area
  • Set up and refresh the Client Conference Rooms
  • Greet and Seat Clients
  • Communicate Client Arrival to all Necessary Staff
  • Answer and Direct all calls and Take Detailed Messages
  • Order Office Supplies
  • Process Accounts 
  • Administrative Assistance
  • Close down Front Stage Area
  • MS Office and calendar proficiency


What you’ll need:

  • Believe in WHAT we do and WHY we do it
  • A warm, welcoming personality
  • Excellent phone skills and technical proficiency
  • A genuine interest in serving and caring for others
  • Exceptional organizational and time management skills
  • A professional demeanor
  • Reliable: Follow-through versus Follow-up
  • Take and own Responsibility
  • MS Office and calendar proficiency

All the benefits you need for you and your family:

  • Simple IRA with robust, dollar for dollar matching retirement plan.
  • Quantity of paid Holiday’s, vacation days, and versatile PTO.
  • Comprehensive benefits package including health, dental, vision, disability, life insurance, etc.
  • Team member perks and benefits.




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