Part-Time Director of First Impressions

Job Description

Job Description

Retirement Planners of America (RPOA) is a Dallas-based wealth management and investment firm with over $3.58 billion in assets under management and serving over 6,600 households in 48 states (as of 12/31/23). RPOA has 14 offices in Texas, Arizona, California, and Oklahoma. The firm's financial advisors work with pre-retirees and retirees, offering financial planning, investment management, Social Security planning, and income tax planning services. As a fiduciary-bound firm, we make decisions based on our core values, prioritizing our clients' retirement security.

RPOA provides financial planning, investment management, family estate planning and income tax planning services nationwide. We help our clients build a plan to reach their retirement goals while protecting their investment.

The RPOA team includes over 30 retirement planners all of them ready to help its clients build a plan to reach their retirement goals while protecting their investments. At RPOA, we believe that retirement should be one of the best times of your life. RPOA’s primary goal is to help our clients to experience the best retirement possible.

Job Description:

The Director of First Impressions is a part time position that welcomes and directs clients, visitors and vendors while maintaining a professional and orderly office atmosphere; ensures all clients are provided with the highest level of hospitality; as well as acts in a supporting role for other business functions.

Job Responsibilities:

• Maintain the lobby and its appearance
• Turn all lights on every morning
• Turn on TVs in every morning and make sure they are off in the evening
• Greeting guests and ensuring they are taken care of while waiting for their appointment
• Announce scheduled appointments to appropriate Planner’s office
• Ensure vendors are directed to the appropriate area or person
• Answer phones and route appropriately or take messages as needed
• Order office supplies for the Office on a weekly basis
• Receive, sort and distribute all incoming mail – USPS/UPS/FedEx, Courier Service, etc.
• Prepare any shipping labels needed to go out via USPS/UPS/FedEx or Courier Service and make sure they are in the appropriate place for pickup
• Prepare appointment schedule for next day after 2:00 pm
• Kitchen – Keep kitchen neat & clean and keep all coffee, water, soda’s and supplies always needed for the kitchen stocked. Bake cookies for all appointments.
• Oversee building responsibilities:
• In charge of Holiday Decorating of the Lobby
• Train all backup coverage as needed on Front Desk duties
• Support the office staff with small projects and help with reports from time to time.

Job Qualifications:

Education:

• University/college degree is an asset
• Familiarity with phone systems
• Previous experience with Microsoft Office software preferred

Experience & Skills:

• Telephone Skills
• Verbal Communication
• Listening
• Professionalism
• Customer Focus
• Organization
• Informing Others
• Handles Pressure
• Supply Management
• Applicants must be authorized to work in the United States without sponsorship.