Director of First Impressions
Peak Retirement Planning, Inc.
Peak Retirement Planning, Inc.
Dayton, OH Dayton, OH Full-time Full-time Up to $60,000 a year Up to $60,000 a year Director of First Impressions We are a financial planning firm located in Columbus, Ohio and are currently adding another office in Dayton, OH.
We are seeking an individual with a passion for serving others and a friendly personality.
Someone who expresses who we are as a firm.
Someone to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members.
The ideal candidate will be able to perform general tasks such as handling calls, calendar and database management, and welcoming clients to the office.
This team member will be instrumental in ensuring clients have the most memorable, positive experience.
Minimum Requirements:
Provide outstanding client service Friendly and optimistic personality Ability to get things done with little oversight Desire to obtain long-term employment Reliable with exceptional work ethic Polished phone skills Strong organizational skills, detail oriented, proactive and resourceful Ability to prioritize projects and manage time Calendar management Strong follow-through Good-natured, positive attitude, and optimistic Main
Responsibilities:
Greet clients when they arrive at our office Answer phones Administrative tasks - scanning documents, paperwork prep, and data entry Ensure office supplies are ordered and in stock.
Develop and mail letters to clients for various purposes upon request Assist in organizing events, event supplies, and promotional material Maintain the office environment in immaculate and organized condition Job Type:
Full-time Pay:
Up to $60,000.
00 per year
Benefits:
401(k) 401(k) matching Employee discount Paid time off Retirement plan Schedule:
8 hour shift Day shift Monday to Friday No nights No weekends Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
Peak Retirement Planning, Inc.
Dayton, OH Dayton, OH Full-time Full-time Up to $60,000 a year Up to $60,000 a year Director of First Impressions We are a financial planning firm located in Columbus, Ohio and are currently adding another office in Dayton, OH.
We are seeking an individual with a passion for serving others and a friendly personality.
Someone who expresses who we are as a firm.
Someone to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients, and team members.
The ideal candidate will be able to perform general tasks such as handling calls, calendar and database management, and welcoming clients to the office.
This team member will be instrumental in ensuring clients have the most memorable, positive experience.
Minimum Requirements:
Provide outstanding client service Friendly and optimistic personality Ability to get things done with little oversight Desire to obtain long-term employment Reliable with exceptional work ethic Polished phone skills Strong organizational skills, detail oriented, proactive and resourceful Ability to prioritize projects and manage time Calendar management Strong follow-through Good-natured, positive attitude, and optimistic Main
Responsibilities:
Greet clients when they arrive at our office Answer phones Administrative tasks - scanning documents, paperwork prep, and data entry Ensure office supplies are ordered and in stock.
Develop and mail letters to clients for various purposes upon request Assist in organizing events, event supplies, and promotional material Maintain the office environment in immaculate and organized condition Job Type:
Full-time Pay:
Up to $60,000.
00 per year
Benefits:
401(k) 401(k) matching Employee discount Paid time off Retirement plan Schedule:
8 hour shift Day shift Monday to Friday No nights No weekends Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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