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First Impressions Coordinator

Putting client needs first is deeply rooted in the Bulman Wealth Group culture and at the core of everything we do. This is an opportunity for someone who is dedicated to serving clients, has a desire to be a part of a growing team, and wants to contribute to an amazing firm culture. If this sounds like you, let’s talk

1. POSITION TITLE: First Impressions Coordinator

2. GENERAL SUMMARY OF DUTIES AND RESPONSIBILITIES

The First Impressions Coordinator will deliver exceptional service by performing various tasks in support of our clients and the day to day operations of the firm’s office. This position will interact heavily with clients in person, on the phone, and through written communication; maintaining a strong, client first relationship is expected.

3. PRIMARY JOB DUTIES

  1. Manage all incoming phone calls 
  2. Record notes from every client conversation in the database 
  3. Sort and distribute all incoming mail 
  4. Assist with copying, scanning, and mailing as requested by the team 
  5. Schedule and reschedule all client appointments 
  6. Confirm all appointments; send virtual meeting details 
  7. Greet and host all office visitors in alignment with BWG core values 
  8. Maintain office atmosphere 
  9. Manage office supplies and purchasing 
  10. Run office errands, as necessary 
  11. Assist with marketing activities including events, mailings, and outreach 
  12. Support Operations Team with CRM management

4. SKILLS, KNOWLEDGE, AND ABILITIES

  • Ability to prioritize tasks and manage time 
  • Attention to detail and accuracy 
  • Consistent follow-through 
  • Process driven 
  • Excellent communication skills, both written and oral 
  • Uses discretion, exercises good judgement, and maintains confidentiality of sensitive information 
  • Demonstrates persistence to achieve high quality 
  • Strong appreciation for the importance of completing tasks on deadline 
  • Strong phone and presentation skills 
  • Command of the English language and grammar 
  • Experience working in a fast-paced environment  
  • Knowledge of computers and G-suite 
  • Ability to multi-task

5. PERSONAL SKILLS

  • Desire to build relationships with people; pleasant disposition 
  • Highly organized 
  • Self-starter  
  • Flexible 
  • Service oriented 
  • Desire to support a team 
  • Strong work ethic 
  • Dependable

6. MINIMUM REQUIREMENTS

  • High School diploma 
  • Minimum of 1 year experience supporting an office environment

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Being registered as an investment advisor does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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