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Director of First Impressions

Administration & Support Services

Company Overview: Thrive Wealth Management, LLC is an independent comprehensive financial planning firm.
Industry: Financial Services
350 Sentry Parkway Building 670
Suite 205
Blue Bell, PA 19422

Job Description:

Position Summary

We are a rapidly growing firm looking for our next “Director of First Impressions” who will also support the firm’s team of ten employees. We are looking for someone who has an “It’s my pleasure” attitude, excellent communication skills, innovative organizational skills, high energy, and a passion to serve others. If you are a well-organized individual with a cheerful, professional demeanor who is able to handle multiple priorities in a fast-paced environment, we want to speak with you! Experience in the financial industry is a plus, but not required.

Position Responsibilities

  • Answer phone calls
  • Schedule client meetings
  • Preparing, scanning and filing client paperwork
  • CRM data entry
  • Order office supplies
  • Greet visitors and prepare meeting rooms for client meetings
  • Performs other administrative duties as needed
  • Special projects as assigned


Job Requirements:

Candidate Qualifications & Attributes

  • Strong customer service/hospitality skills
  • High School education or equivalent
  • Strong attention to detail and follow up
  • Willingness to learn and grow with our Firm


Skills/Keywords: Proficiency with basic computer and Microsoft Office products, Redtail CRM, and excellent phone demeanor
Compensation: Competitive salary with full benefits including 401k match and profit sharing.

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