Director of First Impressions

Who we are…At Carson Wealth, we believe money can create freedom that allows you to pursue what is most important in life NOW and in the future… and it doesn’t have to be complicated. We are a specialized Wealth Management Firm serving entrepreneurs, business owners, executives, and their families. For over 20 years our clients have enjoyed our trusted services – helping them find their “True Wealth”, organizing towards their goals and allowing them time for what matters most.Position Expectations…The Director of First Impressions is an essential member of our team. In collaboration with the other stakeholders, this position is responsible for initiating, delivering and supporting other team members in providing extraordinary client service. This individual must be outgoing, positive, professional, caring and genuinely interested in making other people feel special. 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 great experience. The secondary and equally important purpose of this position is to assist and support the marketing efforts of the firm that will serve to advance progress towards the firm’s vision.Essential Job Functions:● Greet clients warmly, making them feel welcome and important when visiting the office● Answer, screen and direct incoming calls● Support advisors and operation teams, as needed, such as○ Set up audio visual needs prior to meetings○ Create weekly team meeting agendas○ Ability to take direction and support team members on special projects○ Ability to modify your priorities as requested, without frustration○ Conduct research as requested● Processing incoming/outgoing mail○ Distribute to appropriate team members○ Send mail to clients for team○ Scan statements into client’s account via Salesforce○ Prepare all outgoing overnight shipments via UPS● Maintain supplies and common areas:○ Coffee/snacks○ Bathroom○ Office supplies○ Kitchen○ Conference room○ Office equipment○ Wash kitchen towels at home and bring back○ Water plants○ Wipe down conference room table between client meetings○ Run and empty dishwasher weekly● Marketing Responsibilities○ Manage development and compliance approval of new or updated client facing documents○ Submit monthly correspondence to Carson and Cetera compliance and save in Salesforce○ Enhance the digital presence of the firm with occasional LinkedIn posts and team newsletters○ Hand address, sign and send monthly birthday cards (40 - 60 monthly)○ Assign list of A client birthday calls○ Create and distribute mass client communications via Constant Contact or Outlook○ Event support, as needed○ Maintain Why Wall and occasionally request new pictures from clients who visit office● Gifts and entertainment○ Send client gifts, as needed, and document in Salesforce (Christmas, death in family, big birthday)○ Secure team’s birthday and Christmas gifts and cards● Coordinate office coverage, holiday and summer schedules● Point of contact for various general office systems○ Cleaning company○ Computer tech○ Internet service○ HVAC maintenance○ Phone PBX platform○ UPS overnight mail● Other duties, as assignedPosition Requirements:● College diploma, required● Ability to multitask● Computer literacy and aptitude for learning new programs and processes:○ Expertise of Word, Excel, PowerPoint, Teams, Zoom, required○ Knowledge of Salesforce● Desire to provide exceptional customer service● Ability to take direction and a desire to support all team members● Highly organized with strong attention to detail● Exceptional interpersonal skills both in-person and via phone● Adhere to compliance policies and procedures● In-office hours are M-Th 8:30 a.m. – 5 p.m.● Friday we work from home 8:30 a.m. – 12 p.m.● 401k with some matching● Ample paid time off● Health insurance not offered* ● Salary range $42,000 - $48,000 ($20-$23/hour)Job Type: Full-timePay: $42,000.00 - $48,000.00 per yearBenefits:* 401(k)* 401(k) matching* Paid time offExperience:* Customer service: 1 year (Required)Shift availability:* Day Shift (Required)Ability to Commute:* Alpharetta, GA 30004 (Required)Work Location: In person

Created: 2025-08-12