Director of First Impressions

DIRECTOR OF FIRST IMPRESSIONS

Triune Financial Partners, LLC is a comprehensive Financial Planning and Retirement Plans Consulting firm based in Overland Park, KS. Triune serves its private clients by coming alongside them to build a Financial Life Plan. Advisors and staff work collaboratively to address each area of a client’s financial life, helping them to accomplish their goals.

The primary role of the Director of First Impressions is to make clients feel welcomed when entering Triune’s front doors. This person will greet clients with a smile on their face and answer incoming phone calls with a smile in their voice. The person in this role will be our client’s first impression of Triune and is therefore an important position at our firm.

ESSENTIAL TRAITS REQUIRED FOR LONG-TERM SUCCESS

• An outgoing and optimistic individual who is very comfortable meeting new people.
• Responsible, punctual, mature, and self-disciplined.
• Naturally organized, able to prioritize tasks, and good with time-management.
• Approaches and completes work with strong attention to detail and follow-through.
• Enjoys working at a methodical pace and double checking their work for accuracy.
• Adapt well to a role that can experience disruptions and changes to priorities or deadlines.
• Respond positively to unpredictable situations or problems that can occur in a workday.
• Adheres to rules and processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Answer the phones, greet clients, and schedule client appointments.
• Prepare conference rooms for client appointments.
• Manage kitchen client essentials and order office supplies.
• Handle incoming and outgoing mail.
• Help the communications team with client and office events.
• Work with Excel, Word, PowerPoint, and operate scanner and printers.
• Help with other administrative duties as assigned by the operations manager.

REQUIRED SKILLS AND TECHNICAL KNOWLEDGE

• Excellent verbal and written communication skills.
• Proficiency in MS Word, Excel, and PowerPoint is required
• Operate Mac Laptop/Desktop, scanner, printer, VoIP phones.

QUALIFICATIONS

• Bachelors Degree or a minimum of 5 years in a client-facing or customer service role.