Director of First Impressions/Marketing Assistant
Company: Bangerter Financial Services
Posted on: May 8, 2022
Our office is seeking a candidate to fill our Director of First
Impressions position. Our ideal candidate has a pleasant demeanor
and professional appearance. In this role, you will be the first
person that staff, clients, and visitors see as they enter our
office, so it is essential to create a welcoming atmosphere. You
will also complete receptionist tasks, such as answering phones,
preparing outgoing mail, and assisting with office calendaring.
While some postsecondary education is a plus, we prefer candidates
with administrative or clerical experience. Once you become
familiar with our needs and client base, you may be asked to help
us with marketing projects.
Phones & Greeting Clients: Answer phones, assist callers,
trouble-shoot customer service/vendor/misc. phone calls that come
in, transfer calls to appropriate recipient, create and send
electronic messages with appropriate priority level.
Projects: Assist Marketing and other departments as needed with
projects, tasks and team support.
Office Support: Assist with opening and closing duties. Maintain
inventory for kitchen and office: Have beverages and cookies
in-stock for clients. Order/shopping, stocking, inventory, supply
closet, prospectus kit inventory. Oversee office equipment and
appropriate maintenance repairs as required.
Calendar Management: Scheduling, Meetings, Travel Arrangements
Electronic Filing System: Maintain an organized, compliant and
efficient electronic filing system.
Mail: (USPS, UPS, Fed Ex), mail pick up, mail all outgoing
correspondence, UPS labels for pick up. Sort and distribute
Database/CRM management: Record notes from every client
conversation in the database, Input prospects and keep database/CRM
- Proficient phone skills - Proven excellent attendance record,
Strong work ethic, self-starter - Positive attitude, commitment to
teamwork and collaboration - Customer service oriented, high level
of interpersonal skills - Experience working in a fast-paced
environment - Ability to prioritize projects, juggle multiple
projects and manage time - Attention to detail, excellent oral and
written communication - Excellent computer skills with proficiency
of Outlook, Word, Excel. Ability to multi-task specific software
knowledge (database, MS Office Suite) - Ability to problem
Keywords: Bangerter Financial Services, Roseville , Director of First Impressions/Marketing Assistant, Executive , Roseville, California
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