Director of First Impressions - Wilmington, NC

Advisor Talent Solutions

Wilmington, North Carolina

20 days ago

Job Description

Position: Director of First Impressions

Firm: Carolina Retirement Planners

Location: Wilmington, NC

Overview:

At Carolina Retirement Planners based in Wilmington, NC, we're redefining what an exceptional client experience looks like. As a fast-growing, values-driven, boutique wealth management firm, we're dedicated to helping retirees and pre-retirees Pursue Their Best Retirement through personalized advice and lifelong relationships. Everything we do is guided by our core values: Respect the Family by putting people first, Extreme Ownership in every interaction, always acting in our clients' Best Interest, delivering an Elite Experience at every touchpoint, and embracing Endless Evolution through continuous learning and improvement.

As the Director of First Impressions, you'll become the first smiling face clients to see when they walk through our doors and the reassuring voice they hear when they call. You'll play a vital role in creating the warm, professional atmosphere that defines Carolina Retirement Planners. Working alongside a collaborative team, you'll keep our office running smoothly while ensuring every client, guest, and teammate experiences the care, organization, and attention to detail that helps families Pursue Their Best Retirement.

What You’ll Do:

Welcome clients and visitors with professionalism and warmth
Answer and direct incoming phone calls
Monitor and distribute incoming office emails
Prepare conference rooms and Advisor offices for client meetings
Receive, sort, and distribute incoming and outgoing mail and deliveries
Process outgoing mail and packages
Prepare and send appointment confirmation letters and packets
Maintain an organized, welcoming reception area
Offer beverages and hospitality to clients and guests
Maintain the firm’s CRM system (Redtail) through accurate data entry and database management
Monitor inventory of client beverages and snacks
Communicate office and hospitality supplies needs
Maintain office organization and appearance
Assist with special projects and team initiatives
Monitor inventory of office supplies
Participate in weekly staff meetings
Assist with company events and client appreciation activities
Support advisors and staff with administrative tasks as needed

What We’re Looking For:

High School Diploma
1+ years of experience working in a professional office and fast-paced environment
Demonstrates strong proficiency and confidence working across various platforms and operating systems
Possesses exceptional organizational skills, efficiently handling multiple requests while prioritizing time-sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Excellent communication; written and verbal
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Thrive in a “time sensitive” environment and adaptable to changes without affecting the quality of work

Bonus Points:

Experience with CRM (Customer Relationship Management) system is a plus

What You’ll Get:

Pay & Perks:

$20/hr - $23/hr based on experience
Employer paid Life and Health Insurance
Dental & Vision Insurance after 90 days
401K with match after 90 days
Employer paid YMCA membership available immediately
½ day summer Fridays
Paid holidays available immediately
Maternity & Paternity leave after 1 year
Vacation available after 6 months
Sick leave available immediately
Paid CE & Licensing
Licensing and Designation Support
Dog friendly office environment

Schedule:

In office: Monday 7am-5pm, Tuesday-Thursday 8:30am-5pm, Friday 8:30-4pm
Some evenings required for client events

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Numbers & Facts

Location	Wilmington, North Carolina
Website	https://advisortalentsolutions.com/careers/

Skills

Administrative Skillsunmatched
Beveragesunmatched
Communication Skillsunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM) Systemsunmatched
Data Entryunmatched
Database Administrationunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Establish Prioritiesunmatched
Health Insuranceunmatched
High School Diplomaunmatched
Licensingunmatched
Life Insuranceunmatched
Mail Processingunmatched
Multiplatform/Cross-Platformunmatched
Operating Systemsunmatched
Organizational Skillsunmatched
Team Playerunmatched
Telephone Skillsunmatched
Vision Planunmatched
Wealth Managementunmatched

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Director of First Impressions - Wilmington, NC

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