Director of First Impressions

Job Details

Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

Serves as the first point of contact by warmly greeting and directing visitors and clients. Answers and routes incoming calls in a professional manner. Provides general administrative support and routine clerical tasks as needed.

What To Expect

• Engage clients upon arrival and offer a beverage of their choice.
• Answer all incoming calls with exceptional client service.
• Open and distribute mail.
• General clerical duties as assigned.
• Supports and contributes to office initiatives including, but not limited to, team meetings, marketing events, and maintains appropriate materials for meetings and events.
• Ability to organize and manage client information and paperwork.
• Publicly represents the firm’s strategic brand and team service concept.
• Commits to ongoing growth of skill sets and competencies needed to serve client, firm, and individual success.
  
  

What You Need

• Must have polished and professional presentation.
• Excellent attitude and an extraordinary client service orientation.
• The ability to handle multiple tasks and handle a fast- paced environment.
• Computer literacy to easily learn new programs.
• Excellent organizational and time management skills.
• A genuine interest in serving and caring for other people
  
  

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $37,500 - $66,200.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.