KWB Wealth | Director of First Impressions — KWB Wealth

Director of First Impressions

at Growing RIA Firm in Redlands, CA

Position Type: Full time — Exempt

KWB Wealth is a top investment management firm headquartered in Southern California and serving clients across the globe. We run an efficient operation, with 18 team members managing over a billion dollars in assets. Founded in 1996, KWB Wealth’s primary vision is to grow our business by developing lasting relationships with clients through unrivaled service and expert advice. We are seeking a Director of First Impressions who is as committed as we are to clients and growth, both personally and professionally.

Position Overview:
The Director of First Impressions is central to enhancing the welcoming atmosphere of KWB Wealth and reflects KWB’s guiding principles. It is pivotal to shaping positive client, prospect, business associate and team experiences. If you love greeting people and attending to their needs, if you are energized by team connection, if you can keep an eye on detail while never losing sight of the big picture – this job is for you. The Director of First Impressions is ideally suited for a reliable and responsible person with a professional mindset and approachable demeanor. No financial services experience required. Bring your positive, can-do attitude. We’ll teach you the rest.

Key Responsibilities:

Visitor Management:

Greet and assist visitors, clients, and team members in a warm and sophisticated manner.
Ensure a positive and memorable experience for all visitors to the office.
Provide information and assistance to visitors, directing them to their respective contacts.

Office Image Management:

Maintain a clean, organized, and professional front desk area.
Keep the reception area, conference room and meeting rooms clean and supplied with necessary office and hospitality supplies (pens, note pads, beverages, snacks, etc.)
Ensure the reception area reflects the brand image of KWB Wealth.
Keep restrooms clean and stocked with appropriate supplies.
Clean breakroom sinks and counters daily, clean refrigerator every Friday.

Communication Management:

Manage incoming calls, redirecting them to the appropriate department or individual.
Answer multi-line phone system; screen and relay incoming calls and messages to the appropriate party; Scheduleand confirm appointments, internal and external meetings, and applicable events.
Serve as the central point for communication within the office.
Coordinate with various departments to relay messages and information effectively.
Update breakroom calendar monthly with events, holidays, and birthdays.
Email the CEO’s calendar home for the following day before leaving and every Friday for the next 3 months.

Administrative Support:

Provide support to office managers and executives as needed.
Assist with social media posting and event planning/execution.
Data entry and document preparation using Word, Excel and other Microsoft Office software.
Enter data into Salesforce (CRM), scan files and save in SharePoint.
Handle incoming and outgoing mail and packages – sort and distribute incoming mail, make hard and digital copy records, apply postage, and take outgoing mail to post office and FedEx daily.
Operate and manage maintenance of standard office equipment including copy machine and postage machine.
Mail Client Review Offer Letters; process client address changes; follow up on new accounts per formal procedures.
Write check receipts when requested.
Order office supplies.

Qualifications:

Discretion in dealing with highly sensitive, highly confidential client information.
Exceptional communication skills, in person, in writing and over the phone.
Proficiency with office equipment and basic computer software.
Strong organizational and multitasking abilities.
Flexibility and eagerness to assist with a variety of tasks.
Dependability, self-motivation, and willingness to take initiative in all areas.
Attention to detail with a perfectionist eye.
Commitment to team collaboration and success.
Ability to determine priorities and perform with a sense of urgency.
Comfortable communicating early and often with team members.

Education/Experience:

High school diploma or general education degree (GED).
Associate or bachelor's degree advantageous.

You’re a great add to the KWB team if you:

Believe you can do well by doing right. Our AUM, profit, and revenue are important, but that is not our focus when it comes to measuring success. The firm’s success is measured by the lives we positively impact and the raving fans we create.

You must be an independent thinker who is adaptable and willing to take on tasks outside your job description. Collaboration, humility, and respect are essential in our work environment. You must be committed to achieving client-centered goals and communicating effectively. We value tech-savviness and creativity in generating content.

What you can expect from us:

There is a lot to learn about the financial planning world. We know this. So, don’t worry, KWB has a great group of mentors from Social Security experts to planning professionals, technology gurus, and client service specialists. We aren’t a stuffy corporate office; our doors are always open, and our team is committed to your personal and professional development. We want you to feel welcome and supported, whether through mentoring or employer-sponsored social gatherings with co-workers.

Salary
$45,000 – $55,000 (dependent on knowledge and experience)

Benefits

Personal time and paid time off 
Health insurance  
401(k) and profit sharing 
Company events and trips 
Access to leading industry conferences and experts 
Opportunity for growth within the firm  
Support in furthering education

Before applying, please visit our website at kwbwealth.com to familiarize yourself with our team and core values