Director of First Impressions

Walsh & Nicholson, a growing independent financial advisory firm in Wayne, PA, is looking for our next great team member. At Walsh & Nicholson, we are committed to superior client service, and we are looking for a Director of First Impressions/Admin Assistant that can represent our firm with that goal in mind. Learn more about the firm at www.wnfg.com

Summary of Essential Duties:

The Director of First Impressions/Admin Assistant is the first point of contact with clients and delivers exceptional client service. This position also provides general administrative support.

Outcome:

A successful Director of First Impressions will

  • Make people entering or calling the office feel welcome by being cheerful and upbeat, greeting people by name, directing them to the appropriate meeting space, offering refreshments
  • Maintain high levels of client satisfaction and build relationships
  • Efficiently and accurately complete the tasks of running the front desk duties to allow the advisors to focus on client meetings, goals and strategies

Responsibilities:

  • Answer phone, route calls, take and distribute messages
  • Greet clients/prospects with enthusiasm, offer beverages, seat in conference rooms
  • Confirm meetings
  • Review, sort and distribute incoming and outgoing mail
  • Provide general office support (photocopying, faxing, binding meeting materials, office errands, ordering meals, etc.)
  • Complete office opening and closing procedures
  • Maintain office machines and phone system, learn how to use all equipment
  • Order, maintain, and organize all office supplies (supplies, postage, paper products, kitchen supplies, promotional items, etc.)
  • Maintain tidiness of common areas
  • Manage client touches (birthday, sympathy, get well, thank you cards and gifts, Thanksgiving card, client holiday gifts, etc.)
  • Assist with planning and coordinating special events (client events, office lunches, manage RSVP, etc.)
  • Manage website, social media and marketing (send weekly email, maintain website, manage social media updates, maintain email database, handle Compliance review of materials, etc.)
  • Image documents, learn imaging system
  • Ensure vendors perform services as contracted (cleaning service, landscaping, trash removal, etc.)
  • Manage conference room scheduling to avoid conflicts
  • Complete backup duties, requests and additional projects as assigned
  • Hours for this position will be 8:30-5:00

Qualifications, Skills & Abilities:

  • Financial services experience preferred
  • Comfortable working with financial services related software, Redtail experience preferred
  • Expert computer skills, good working knowledge of Microsoft Office
  • Excellent verbal, written and interpersonal skills
  • Professional appearance and demeanor
  • Impeccable ability to maintain confidentiality and discretion
  • Effective follow up skills and ability to meet deadlines without prompting
  • Eager to learn, willing to cooperate
  • Self-motivated and able to work well independently and under direction
  • Comfortable as a team player and doing whatever is needed, big or small

Salary for this position will be competitive, and benefits include employer paid health insurance, employer HSA contribution, 401(k) with match, employer paid short and long term disability and life insurance.


Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take a Caliper assessment. A background check will also be required.