Company Overview:

Tax Brilliance Advisors is a total wealth management firm that provides accountable retirement, tax and estate planning, which we pair with clear and constant personal contact with each of our clients

Position Highlights:

Tax Brilliance Advisors is a Tax Planning Firm, is currently seeking a Director of First Impressions. The purpose of this role is to Create an Unforgettable First Impression by being the first person to interact with clients and vendors both face-to-face and over the telephone. Ideal candidate will have a heart to serve, be naturally positive and have strong customer services skills. 1-3 years’ experience with serving customers is desired.

Setting the Tone of the Office: Creating an Unforgettable First Impression

· Always presents a professional and pleasant tone and manner to our vendors, our clients and our staff.

· Always projects a cheerful and positive demeanor on the phone and in person.

· Greets all virtual callers with a warm welcome, eye contact, a smile and a handshake.

· Treats everyone with respect and kindness

Duties and Responsibilities include, but not limited to:

· Open and close the agency on a daily basis & prepares the office for business

· Answers the phone within two rings and expedites calls quickly

· Assist with greeting incoming clients and offering beverages

· Manages incoming and outgoing mail

· Maintain Advisors outlook calendar and keep advisor aware of daily appointments and cancellations.

· Manages vendor relationships, audits & places orders pertaining to our office: Coffee, Office Supplies, etc.

· Filing of client statement and files

· Provide training/support throughout the day for other team members as questions/situations arise

· Confirm all agent appointments

Qualifications

· Position requires one to three years’ experience in an administrative role and managing administrative functions; strong communication, writing, and sense of professionalism

· Financial background a plus; specifically, in annuities and life insurance

· Confident with relevant software applications such as Microsoft Office Suite (including Word, Excel, PowerPoint and Outlook)

· Communicate effectively, both verbally and in writing to agents, clients, and third parties via e-mail and/or phone

· Prioritize list of outstanding issues to effectively handle urgent matters

· Provide exemplary customer service

· Ensure adequate follow-up and closure on daily tasks and projects

Handle confidential information in a discrete and professional manner.

Job Type: Full-time

Pay: $16.51 - $17.56 per hour

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

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Work Location: Remote

Tax Brilliance Advisors

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