"ch5ecstrongeWho We Arec/strongec/h5encpe
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. Itu0026rsquo;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.c/pencpe
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 u0026ndash; and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.c/pencpeu0026nbsp;c/pench5ecstrongeWho We Wantc/strongec/h5encpe
The Director of First Impressions plays a very important role in setting the tone for the firm.u0026nbsp; As the first person and last person clients see when they are in the office, the Director of First Impressions is instrumental in making sure clients have a positive experience.c/pencpeu0026nbsp;c/pench5ecstrongeWhat To Expectc/strongec/h5enculenclie
Greet clients and make them feel comfortable when visiting the officec/lienclie
Manage all areas of CWM reception area, keeping area presentable, clean and stocked (coffee, snacks, water, etc.)c/lienclie
Answer all incoming calls with exceptional customer servicenculenclie
Take messages as appropriatec/lienc/ulenc/lienclie
Love Affair Marketing services to clients, coordinates gifts u0026amp; cards (birthdays, anniversaries, condolences), random acts of kindness, etc.nculenclie
Coordinate Client Birthday u0026amp; Anniversary gifts and lists with outside vendorsc/lienc/ulenc/lienclie
Manage daily calendar with all client appointmentsc/lienclie
Order lunches or arrange dinners for client meetings as neededc/lienclie
Manage office supplies, including oasis supplies and manage all ingoing and outgoing mailc/lienclie
Build and maintain a relationship with client base with the focus on servicec/lienclie
Perform general clerical dutiesc/lienclie
Special projects as assignedc/lienc/ulencpeu0026nbsp;c/pench5ecstrongeWhat You Needc/strongec/h5enculenclie
Must have polished and professional presentationc/lienclie
Prefer 2-3 years of experience working in a professional officec/lienclie
Excellent attitude and an extraordinary client service orientationc/lienclie
The ability to handle multiple tasks and handle a fast-paced environmentc/lienclie
Computer literacy to easily learn new programsc/lienclie
Excellent organizational and time management skillsc/lienclie
A genuine interest in serving and caring for other peoplec/lienc/ulencpeu0026nbsp;c/pencpe
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.c/pencpe
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