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First Impressions Specialist

Company: Howard Bailey Financial, Inc.
Location: Mishawaka
Posted on: May 13, 2022

Job Description:

First Impressions Specialist
Mishawaka, Indiana

Job Title: First Impressions Specialist
Department: Before Team
Reports to: First Impressions Lead

Howard Bailey Financial is seeking a personable, enthusiastic and efficient First Impressions Specialist to join our growing team. This role is tasked with providing best-in-class service through welcoming guests, guiding them to their reserved conference space, and ensuring that accommodations align with the Howard Bailey brand experience. They will also be the first point of contact for anyone who calls or sends us a text message. They will have a meticulous attention to detail, and will be able to manage multiple tasks simultaneously, including logging all communication in our CRM.

FUNCTION
The First Impressions Specialist will greet our clients and guests when they visit, call or text; provide a high level of accommodation to in-office visitors; manage phone communications and appointments in our CRM; and ensure that daily front office operations are to brand standard.

ESSENTIAL DUTIES & RESPONSIBILITIES
(Note: Other duties may be assigned)
Answer phones and greet clients in warm and friendly manner
Input client data from source documents into CRM
Accurately record notes from client interactions into CRM, and maintain our existing database of clients
Manage electronic tracking and filing while reviewing data for deficiencies or errors
Provide support to various after-hours client events
Assembling marketing material for clients and prospects upon request
Assist in sending correspondence to clients, including appointment reminders, thank you notes, invitations, etc.
Attend prospecting and client appreciation events
Point of contact for facility related duties, including ordering office supplies, mail disbursement and vendor related correspondence

EDUCATION AND/OR EXPERIENCE
Associates Degree or higher in Business Administration, Communication or the equivalent
2+ years of experience working in a professional, fast-paced office environment
Proficient in digital technology including Google Suite, Outlook, Word, Excel, Salesforce, Calendly, SMS on MAC devices
Industry experience preferred

KNOWLEDGE, SKILLS, AND ABILITIES
Strong organizational skills and attention to detail
Excellent communication skills - both verbal and written
Ability to manage multiple tasks simultaneously
Highly proficient with paper and electronic filing, phone systems, and Mac software
Ability to manage multiple calendars
Ability to remain calm under pressure
Positive, sincere and caring attitude, and outstanding personality
Provide superior client service
Thrive in a "time sensitive" environment and adaptable to changes without affecting the quality of work

COMPANY BENEFITS
Company sponsored Health and Dental Insurance
401K with Company match
Quarterly vacation and personal days plus paid volunteer time
Wellness Program
Paid Holidays

Presented by Advisor Employee Services
Thank you for your interest in First Impressions Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Howard Bailey Financial, Inc., Mishawaka , First Impressions Specialist, Other , Mishawaka, Indiana

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