Position Summary
The Director of First Impressions is the welcoming face and voice of our firm. This role is responsible for creating an exceptionally positive, professional, and memorable first impression for every client, visitor, and caller. From the moment someone walks through our doors or picks up the phone, the Director of First Impressions sets the tone for the SEIA experience, one that is warm, polished, and client-centric.
This role oversees front-desk operations and provides broad administrative and office support as needed. The Director of First Impressions consistently upholds the highest standards of professionalism, ethics, confidentiality, and regulatory compliance, and models those standards in all interactions with clients, advisors, associates, and staff.
Work Schedule: Monday–Thursday, 8:30 am–4:30 pm; Friday, 8:30 am–1:00 pm
KEY RESPONSIBILITIES
Client & Visitor Experience
- Serve as a brand ambassador for SEIA through professional appearance, demeanor, and attitude
- Greet all visitors with genuine warmth, natural enthusiasm, and consistent eye contact
- Ensure accurate name pronunciation and greet visitors by name whenever possible
- Ask thoughtful questions that demonstrate sincere interest and familiarity with each visitor
- Create a welcoming environment that makes every client feel valued and at ease
- Offer hospitality services, including hanging coats and offering beverages (water, coffee, tea, soft drinks)
- Notify appropriate staff of client arrivals promptly and professionally
Telephone & Communication
- Answer incoming calls with a welcoming tone and voice inflection that conveys priority and care
- Maintain an upbeat, positive, and solution-oriented demeanor on every call
- Monitor and manage the general voicemail inbox and route messages appropriately
Office & Front Desk Operations
- Set the standard for professionalism and service excellence across the office
- Sort and distribute incoming U.S. mail
- Coordinate UPS shipments and operate shipping software
- Monitor, order, and restock office, facility, and equipment supplies
- Coordinate scheduling, setup, and upkeep of conference rooms
- Maintain cleanliness and organization of common areas and kitchen spaces
Administrative & Team Support
- Provide administrative support to staff and advisors as needed
- Assist with office-wide initiatives and special administrative projects
- Coordinate ordering and delivery of office services
- Support the planning and execution of client and internal office events
Professional Standards
- Consistently adhere to firm policies, legal and regulatory requirements, and ethical standards
- Interact with all clients, staff, associates, and advisors with professionalism, respect, and discretion
- Demonstrate initiative, attentiveness, and a proactive approach to anticipating needs
QUALIFICATIONS
- Strong verbal and written communication skills with attention to detail
- Warm, friendly, and professional attitude
- Excellent interpersonal, organizational, and customer service skills
- Ability to multitask and manage front-office responsibilities effectively
- Proficiency with Microsoft Word, Outlook, Excel, and OneDrive; comfortable using office technology
- High school diploma or equivalent; prior administrative or customer service experience preferred
