Director of First Impressions

About Us: Synergy Wealth Solutions is a leading financial advisory firm that combines personalized service with cutting-edge tools and strategies to help individuals and businesses build, protect, and grow their wealth. We pride ourselves on fostering a collaborative and supportive environment where our employees can thrive, grow, and make an impact.

Job Description:

A part-time Director of First Impressions typically involves greeting visitors, answering phones, managing appointments, and handling basic clerical tasks. It is a crucial role that often serves as the first point of contact for guests and clients.

Key Responsibilities:

• Greeting and Welcoming Guests: Being the first point of contact, you'll be responsible for creating a positive initial impression for visitors.
• Managing Phone Calls: Answering, screening, and directing incoming calls is a core duty.
• Scheduling Appointments: Coordinating and managing appointment calendars for the office or specific employees.
• Clerical Duties: Performing tasks such as data entry, filing, and organizing documents.
• Maintaining the Reception Area: Keeping the front desk and reception area tidy and presentable.
• Handling Mail and Packages: Receiving, sorting, and distributing incoming mail and packages.
• Assisting with Basic Administrative Tasks: This may include preparing documents, ordering supplies, or assisting with other administrative needs.
• Providing Customer Service: Answering questions, addressing concerns, and providing general assistance to visitors and clients.

Skills and Qualities:

• Customer Service Skills: A friendly, helpful, and professional demeanor is essential.
• Communication Skills: The ability to communicate clearly and effectively, both verbally and in writing.
• Organizational Skills: Keeping the front desk and records well-organized.
• Computer Skills: Familiarity with basic computer programs and software.
• Multitasking: The ability to manage multiple tasks and responsibilities simultaneously.
• Problem-Solving Skills: Being able to handle inquiries and address issues that arise.

Additional Notes:

• Specific duties may vary depending on the industry and the size of the organization.
• Some positions may require specialized skills, such as using specific software or handling sensitive information.
• This position can be a great way to gain experience in customer service, administrative tasks, and office management.

Why Synergy Wealth Solutions?

• Competitive salary
• Opportunities for professional development and growth
• Collaborative and inclusive work culture
• Flexible work environment

How to Apply: If you are a passionate, motivated individual looking to make a difference in the financial services industry, we’d love to hear from you! Please send your resume outlining your qualifications and why you would be a great fit for the role.

Deadline: 5/25/2025

Synergy Wealth Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.