Location: Strategic Retirement Plans
Hours: 40 hours per week
Position Overview
We are seeking a highly organized, personable, and tech-savvy individual to join our team as a First Impressions & Operations Liaison. This full-time role serves as a vital bridge between our First Impressions Team and our Client Relationship/Operations Team. The ideal candidate will thrive in a client-facing environment, enjoy juggling multiple responsibilities, and bring a proactive, service-oriented mindset to everything they do.
Key Responsibilities
- Schedule client appointments via phone and email
- Assist with answering and routing incoming phone calls
- Prepare client files and materials for meetings
- Greet clients and ensure a welcoming office experience
- Assist in managing advisor and conference room calendars
- Assist in sending appointment reminders via email, phone, and postcards
- Assist with client events (4 per year)
- Maintain and update the CRM database
- Gather important information and documents from clients for household data
- Maintain clean and professional conference room setups
- Provide refreshments to clients during meetings
- Assist in purchasing and delivering gifts to clients
Required Knowledge, Skills & Competencies
- Excellent interpersonal and communication skills (in-person, phone, email)
- Strong client service orientation and professional demeanor
- Exceptional organizational and time management abilities
- Proficiency in scheduling tools and calendar management
- Tech-savvy with the ability to learn and use office software and CRM systems
- Ability to manage events and coordinate logistics
- Positive attitude and genuine interest in helping others
- Attention to detail and ability to follow through on tasks
- Ability to work independently and as part of a team
Preferred Qualifications
- Experience in a client-facing administrative or operations role
- Familiarity with financial services or professional services environments
- Experience using CRM systems and scheduling platforms
If you’re interested, please fill out an application here.
