Director of First Impressions - Financial Services

Founded in 1995 and a top Hartford County Registered Investment Advisory firm, our company is a financial advisory firm built around a client-first philosophy. We are on a mission to simplify our clients’ financial lives and help them reach their goals. We are the architect of the Tax-Out Financial Solutions™ framework and operates on a subscription-based financial planning model – clients pay only for the services they use, rather than surrendering a percentage of their assets under management. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. Position Overview We are seeking a Director of First Impressions to be the face and voice of the firm and who also will serve as support to one of our senior advisors. There is a continuous opportunity to help clients proactively, to be consultative with them, and to improve the business as a whole. This role is perfect for someone who is proactive, detail-obsessed, tech-savvy and energized by a fast-paced environment where great service and professionalism are everything. We look for individuals with a proven record exhibiting those characteristics. Primary Responsibilities Client Experience Be the first point of contact for clients, visitors and callers to the office Coordinate meeting hospitality and maintain conference rooms, reception and common areas to reflect our professional environment Manage relationships with building management and vendors Service and Scheduling Schedule and coordinate advisor meetings along with meeting confirmations Prepare client agreements, reports and planning files and assist with any follow-up Support annual tax meeting coordination and quarterly reporting Event & Marketing Support Coordinate client appreciation programs, gifts and special events Manage event logistics, registrations, communications and follow-up Coordinate meetings and communication with CPAs, attorneys, insurance professionals and other strategic partners Office Operations & Administration Order office supplies and maintain inventory Process deposits and maintain administrative records Assist with compliance documentation and recordkeeping Establish and maintain internal systems, processes, and protocols that bring structure to the advisor's day-to-day operations Monitor open items, action lists, and follow-up tasks to ensure nothing slips through the cracks Anticipate what is needed for client and internal meetings – preparing materials, agendas, and background information proactively rather than reactively Maintain client information within the CRM system Operate comfortably within CRM platforms, financial planning software, and productivity tools used by the firm Maintain accurate and up-to-date records within all platforms and systems Train team members on firm systems and processes Qualifications Communicates clearly and effectively with the ability to connect easily with individuals Ability to build systems and structure in environments that lack them Detail-oriented and thorough – nothing falls through the cracks on your watch Proactive by nature; you identify what needs to happen and make it happen Ability to juggle multiple priorities while keeping a positive attitude Ability to maneuver through ambiguity and navigate last-minute change Patient and grounded, yet assertive enough to push back or redirect when necessary Ability to read the room, manage your own reactions, and serve as the operational anchor Respectful and professional, but not passive; firm where it matters Comfortable asking clarifying questions early, before investing time in the wrong direction Proficiency with CRM platforms (experience with financial services CRMs a plus) Comfort learning and navigating new software and platforms independently #J-18808-Ljbffr TalentLink Solutions