Director of First Impressions - Indian Wells, CA at Advisor Talent Solutions

Indian Wells, California, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

0.0

Posted On

14 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Client Service, Administrative Support, CRM Technology, Multitasking, Professional Communication, Project Management, Scheduling, Triage Communication, Event Coordination

Industry

Financial Services

Description

We’re Hiring: Director of First Impressions Indian Wells, CA | Full-Time | In-Office About the Opportunity Our client is a fast-growing wealth management firm overseeing approximately $300M in assets under management and is looking to add a Director of First Impressions to their team. Over the past several years, the firm has continued to grow steadily, leading to the need to expand the team and add additional support within the office. This position is being created as the current individual in the role transitions into taking on increased responsibilities within the firm’s marketing and events department after proving herself as a valuable member of the organization. This opportunity is ideal for someone looking to build a long-term career within a growing firm rather than simply finding another administrative position. Our client strongly believes in promoting from within and creating opportunities for team members to grow as the organization continues to expand. Why This Opportunity Stands Out This role offers direct exposure to client service, advisor support, operations, seminar events, and marketing initiatives, creating a strong foundation for future advancement opportunities within the organization. The individual currently in this position has earned the opportunity to transition into a larger role focused on marketing and events within the firm, highlighting the company’s commitment to internal growth and development. This is an opportunity to join a firm where strong performance, initiative, and a positive attitude are recognized and rewarded. The organization is looking for someone who wants to build a career alongside a growing team and become an important part of the firm’s long-term success. What We’re Looking For The ideal candidate is organized, outgoing, detail-oriented, and thrives in a fast-paced office environment. They are looking for someone with a bubbly and professional personality who naturally enjoys working with people and creating a positive client experience. The right individual will: * Be highly organized and dependable * Take ownership of responsibilities and projects * Communicate professionally and confidently * Thrive in a collaborative team environment * Be proactive and self-motivated * Handle multiple priorities without needing micromanagement What You’ll Do * Answer incoming calls using a live-answer approach * Manage multiple advisor calendars and coordinate client review meetings * Handle high-volume calls and emails throughout the day * Welcome and assist clients visiting the office * Triage client communication to advisors, operations, and service team members * Complete administrative and database projects during downtime * Support seminar events and client workshops * Assist with outreach calling and event preparation * Reset and organize conference rooms following meetings * Serve as the first point of contact for all client interactions What Success Looks Like Successful individuals in this role are: * Highly responsive and organized * Comfortable multitasking in a fast-paced environment * Dependable and able to work independently * Positive and energetic in client interactions * Team-oriented and willing to help wherever needed * Able to create a welcoming and professional office atmosphere Qualifications * Prior office or administrative experience required * Medical or legal office experience preferred * Strong calendar management and scheduling experience * Excellent communication and client service skills * Ability to multitask and prioritize effectively * Strong organizational and project management abilities * Comfortable learning and using CRM technology, Redtail This position is ideal for someone who: * Enjoys working in a younger, energetic office environment * Wants long-term career growth within an expanding organization * Enjoys balancing client interaction with administrative responsibilities * Takes initiative and works well independently * Wants to be part of a high-energy, team-oriented culture Schedule & Work Environment * Full-time, in-office position located in Indian Wells, CA * Approximately four evening seminar events per month * Team of six employees in a collaborative office environment * Fast-paced office with consistent client interaction throughout the day * “Work hard, play hard” culture with team lunches, happy hours, outings, and company trips Why Join? Our client continues to grow rapidly and is investing heavily in building the right team and culture. This is an opportunity to join an organization where your contributions matter, your growth is encouraged, and your role can evolve over time as the firm continues to expand. The company is looking for someone who wants more than just a job — they want someone excited about building a long-term career within the organization. How to Apply * To learn more or apply, please submit your resume for consideration.

Responsibilities

Serve as the primary point of contact for clients, managing incoming communications and advisor calendars. Provide administrative support for office operations, database projects, and the coordination of seminar events.