First Impressions Associate

Are you the kind of person who naturally makes others feel welcome, calm, and taken care of? Do you notice the small details that turn a good experience into a memorable one?

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At Vantage Point Financial, our First Impressions Associate is more than a front-desk presence, you are the face of our firm and the first step in delivering an exceptional client experience. You set the tone from the moment someone walks through our doors, calls our office, or connects with us digitally.

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If you thrive in a fast-paced, people-focused environment and take pride in creating polished, seamless experiences, this role is for you.

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About Vantage Point Financial

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Vantage Point Financial is a holistic financial planning firm based in Lisle, Illinois. Our mission is to lead and empower our clients, team members, and community to achieve more in life than they thought possible.

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We deliver comprehensive financial planning by integrating wealth management, tax-aware strategies, and specialized financial services—helping clients navigate every stage of life with clarity and confidence.

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The Opportunity

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This role sits at the center of our client experience. You will:

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• Create a welcoming, professional environment for clients and prospects
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• Coordinate scheduling and meeting readiness for advisors
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• Office management and event support
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• Assist with client-service workflows in partnership with our Client Service team
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This is a high-visibility role with real impact. You will help ensure every interaction feels thoughtful, organized, and aligned with our standards.

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What You’ll Do

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Create Exceptional First Impressions and Client Experience

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• Serve as the warm, polished first point of contact whether in person, by phone, and digitally
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• Maintain a clean, organized, and welcoming office environment
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• Anticipate needs and deliver a seamless arrival experience
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• Support planning and execution of client events and seminars
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Own Scheduling & Meeting Readiness

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• Coordinate client review meetings from scheduling through follow-up
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• Prepare meeting rooms and materials so advisors are fully ready
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• Communicate clearly with clients before and after meetings
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• Keep calendars accurate and proactively resolve scheduling conflicts
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Support Client Service Operations

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• Assist with client-service tasks in systems like Advyzon and Schwab
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• Track paperwork, follow-ups, and service requests
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• Coordinate with advisors and Client Service to ensure timely completion
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• Maintain accuracy and organization across all client interactions
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Keep the Office Running Smoothly

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• Manage office supplies, meeting spaces, and organization of office spaces
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• Handle administrative tasks such as mail, document preparation, and delivery
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• Stay one step ahead by anticipating needs before they arise
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What Success Looks Like

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Own the client experience from start to finish, anticipating needs and creating an environment where every client feels valued, prepared for, and exceptionally cared for. By keeping communication proactive, schedules running smoothly, follow-up on track, and the office prepared for every meeting, this role enables advisors and the broader team to perform at their best and create exceptional client experience.

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What We’re Looking For

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Must-Haves

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• Experience in a client-facing role (hospitality, administrative, concierge, client service, or similar)
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• Strong communication skills that are warm, polished, and professional
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• Exceptional organization and attention to detail with a proactive mindset, and a strong sense of ownership
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• Comfort learning systems and following structured processes
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• Proficiency in Microsoft Office
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Nice-to-Haves

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• Experience in financial services, wealth management, or working with Advisors
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• Familiarity with CRM systems
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• Experience supporting events or high-touch client experiences
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• Degree from a 4 year university
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Compensation & Benefits

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• Competitive compensation (based on experience)
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• Bonus and incentive opportunities
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• Medical and dental insurance
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• 401(k) with company match
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• Paid time off and holidays
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• Monday–Friday schedule
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Why Join Vantage Point Financial?

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Are you ready to Make an Impact?

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At Vantage Point Financial, we are building a team that cares deeply about the impact we make in our clients’ lives, in our community, and in each other’s growth. That shows up in the way we serve with intention, support one another, and keep raising the standard through ownership, curiosity, and a growth mindset. We believe great client experiences start with a strong team, so we look for people who take pride in their work, communicate clearly, follow through, and want to grow alongside others who care just as much. Apply today and help us create exceptional experiences from the very first hello.

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