Client Concierge

JOB REQUIREMENTS: About the Role We are looking for a personable, organized, and technology-savvy Director of First Impressions to serve as a key point of contact for clients and support a team of Financial Advisors. This is much more than a traditional receptionist role, you'll help create a welcoming and professional experience while keeping a fast-paced office organized and running smoothly. What You'll Do In this role, you'll manage calendars and scheduling for 45 Financial Advisors, who may be working from different locations. You'll coordinate client appointments, internal meetings, and other scheduling needs while keeping track of multiple priorities and ensuring everyone is where they need to be. You'll also prepare for upcoming client appointments by organizing documents and completing initial screens with clients. You'll be working with clients throughout a variety of situations, so the ability to listen, communicate with empathy, and remain calm and professional when conversations become stressful or sensitive is important. Additional responsibilities include maintaining a professional and welcoming reception area and conference rooms, answering and managing incoming phone calls, and supporting the team with various administrative needs. The ideal candidate is: Highly organized and comfortable managing multiple calendars and priorities Able to thrive in a fast-paced environment Technologically savvy and comfortable learning and using new systems Professional, personable, and client-focused Empathetic and able to remain calm in stressful or emotional situations Detail-oriented when preparing documents and coordinating appointments A strong communicator who enjoys working with people A collaborative team player who is willing to jump in where needed Work Environment & Culture This is a professional, fast-paced, and client-focused office where teamwork and providing an exceptional client experience are important. The right person will enjoy being at the center of the office, interacting with clients, supporting the Financial Advisors, and helping keep everything organized. Benefits The company offers a strong benefits package, including but not limited to: 7 full paid holidays 2 half-day holidays 95% employer-paid health insurance Paid Time Off (PTO) ***** APPLICATION INSTRUCTIONS: Apply In Person: 327 N 17th Avenue Suite 307 Wausau, WI 54401 Mail a Rsum: 327 N 17th Avenue Suite 307 Wausau, WI 54401 E-Mail a Rsum: View email address on click.appcast.io Apply Online: This position is listed by a private employment agency. The agency is the legal employer. No fee will be charged of the job applicant.