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Put Your Talent To Work

At Integrated Wealth Management, every employee is unique, but brings their talents to work as a team.

Who We Are

Current Opportunity

As a growing wealth management firm, we are seeking an Administrative Specialist/Director of First Impressions to assist us in our mission of helping clients achieving their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Integrated Wealth Management is to provide exceptional financial service to the Willow Glen and surrounding communities. If you have a relentless, burning desire to succeed and share our vision, we would love to hear from you.

The administrator in our office plays an important role in setting the tone for our business. As the first and last person clients see when in our office, the Director of First Impressions is instrumental in making sure clients have a positive experience.

 

Responsibilities & Activities

  • Greets clients and prospective clients in a friendly and sincere manner, making them feel comfortable when they visit the office.
  • Handles incoming telephone calls.
  • Sorts and distributes the mail.
  • Sends periodic client correspondence.
  • Coordinates the assembly and mailing of client paperwork.
  • Handles calendars for the Wealth Advisors and others in the office.
  • Orders and handles office supplies.
  • Coordinates outside vendors.
  • Develops, mails, and analyzes client satisfaction surveys.
  • Develops and maintains documentation (systems) of all activities.
  • Performs other duties as assigned.

 

Knowledge, Skills & Abilities

 

  • Requires:
    • Excellent interpersonal skills.
    • Excellent attitude and an extraordinary client service orientation.
    • Superior phone skills—friendly and helpful in all interactions on the phone.
    • A genuine interest in serving and caring for other people.
    • Excellent organizational and time management skills and ability to multi-task.
    • Professional demeanor.
    • Proficiency with Microsoft Office Suite.
    • Ability to type 50 wpm.
  • Attendance is an essential function.
  • Salary is commensurate with experience.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.


Meet Our Family

Interested in the position?

Let's get started!  Start the process by emailing us or call our office at 408-288-7886