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Job Description

Who We Are:

​Providing Clarity and Confidence for Life® is what we do. ​Helping people live life by design is who we are. At Fleishel Financial, we believe it requires an exceptionally strong team to deliver on our approach. We offer excellent long-term career opportunities with competitive compensation and benefits for the right person to join our family-oriented team. We care about the overall success and growth opportunities of both our clients and employees.

Job Summary:

We are seeking a full-time Director of First Impressions who can provide concierge level administrative service to our advisors, clients, and prospects. The ideal candidate will be detail oriented, ethical, passionate about clients, and dedicated to exceeding performance standards.

Responsibilities include but not limited to:

• Provides office support including answering telephones, assisting visitors and resolving and/or referring problems or inquiries.

• Coordinates and performs a range of operational support activities (shipping, mail, etc.).

• Schedules and coordinates client meetings and appointments, update scheduling spreadsheet.

• Handles all client deposits to RJ accounts so they are credited the same day if at all possible.

• Prepares or assists in preparing reports by performing basic information gathering and analysis as directed. EG: Updates on Client Meeting Schedule Status, Forecasted Sale Report, New Assets Report

• Establishes, maintains and updates files, databases, records and/or other documents, scans and stores client files in the proper locations.

• Sends pre and post meeting correspondence

• Open, log and process incoming mail and correspondence.

• Mail/UPS/FED EX open & process

• Maintain CRM (Goldmine) client and prospect records with current information, to include links, additional contacts, and personal information.

• Opening office- sweep front entry way, open blinds, setting voicemails up for holiday office closure

• Prospect special touches for in office meetings- cookies, coffee, etc, Ensuring signage for in office meetings

• Calling to set up COI lunches- for professional partners

• Scanning documents (trust documents, death certs, marriage certs, DL- help loading to vault for client) (Naming and loading)

• Learning and displaying Fleishel Financial Core Values to every face/ voice

• Birthday/Holiday/Sympathy/Get-Well cards and e-Cards

• Order & maintain branch and office supplies

• Operates standard office equipment and uses required software applications.

• Regular and timely attendance is required.

• Inspect and maintain lobby, front entrance and conference room.

• Performs other duties and responsibilities as assigned.

Qualifications and Skills

• MS Excel, Word, Outlook and Power Point proficiency to produce professional documents.

• Working knowledge of client relationship management software (especially Goldmine) a plus.

• Performs under the general guidance of branch management.

• Uphold a professional image with external and internal business contacts.

• Work ethically and with integrity, including maintaining client and firm confidentiality.

Fleishel Financial Associates and its employees are independent contractors with respect to Raymond James; not employees of Raymond James. The term “Raymond James” includes, but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

Education

Bachelor’s

Work Experience

General Experience - 0 to 3 months

Certifications

Travel

Less than 25%

Workstyle

Resident

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same

• Work with and through others to achieve desired outcomes

• Make prompt, pragmatic choices and act with the client in mind

• Take ownership and hold themselves and others accountable for delivering results that matter

• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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