Looking for a career with a growing team of motivated professionals who value initative, creativity and personal development while having the opportunity to postively impact the lives of others?

At Stearns Financial Group, we believe in nurturing talent and empowering individuals to reach their full potential. As a leading and growing wealth management company, we are committed to providing a supportive environment where self-starters can thrive and grow. At SFG, firm culture is paramount, as it forms the foundation of our cohesive team, drives innovation, and ensures every member feels valued, supported, and motivated to excel. Work life balance is fostered through comprehensive benefits, including a sabbatical program available to long-term employees for rejuvenation and personal growth.

We are currently seeking a positive, dynamic individual to join our team as Director of First Impressions and Event Coordinator. This is a great opportunity for someone looking to change careers or early on in their career. SFG strives to offer ample opportunities for career advancement and personal development, with no limits to what you can achieve. This position requires full-time, in-office attendance to ensure effective coordination, collaboration, and support within our dynamic team environment.

In this role, you will be the first point of contact for our company while also assisting with various marketing initiatives. Your primary responsibilities will include greeting visitors, answering, and directing phone calls, managing mail and deliveries, providing general administrative and office support, and assisting with marketing tasks. This role serves as the face of our organization and requires a proactive, enthusiastic individual who is eager to learn and contribute to both our administrative and marketing efforts.

We invest in our employees' success from day one. Regular training sessions will enhance your skills in customer service, administration, marketing, and other wealth management topics like investments and financial planning. Opportunities for cross-departmental exposure and access to resources like online courses and workshops will support your continuous growth. We conduct regular performance reviews and goal-setting sessions to ensure your development aligns with your career aspirations. Additionally, we offer further support for your educational and personal needs upon developmental desire and need.

Job Duties/Responsibilities

• Responsible for delivering exceptional client experience - welcome clients in-person and over the phone and ensure clients are directed to the appropriate person in a timely manner
• Assist marketing team - support the development and execution of marketing strategies including digital platforms, coordinate events/presentations, research and procure venues, liason with corporate office marketing team
• Provide general office assistance - ordering supplies / maintaining conference rooms
• Help team members maintain/update database
• Support advisors by scheduling meetings and arrange catering

If you are a self-starter with a passion for client service and a desire to grow professionally, we encourage you to apply. At Stearns Financial Group, the sky is the limit, and we are excited to welcome motivated individuals who are ready to seize new opportunities and make a difference.

More details:

Skills/Competencies

• Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
• Problem Solving: Utilizes resources and procedures to solve problems effectively.
• Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
• Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
• Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
• Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
• Initiative: Proactively seeks opportunities to assist colleagues and improve processes, demonstrating a positive work ethic and willingness to take initiative.
• Growth Mindset: Shows a willingness to learn and adapt, with a basic understanding of marketing principles and familiarity with social media platforms.

Marketing Support

• Assist in the development and execution of marketing strategies to promote company products or services.
• Coordinate marketing materials and collateral for events and presentations.
• For local in-person events: determine event location, work with event coordinator to determine setup and menu, work with rental company as needed (tables/chairs/linens), design invitation, track attendees, create name badges, pay invoices, greet clients at the event
• Assist with marketing tasks such as social media management, content creation, and email campaigns.
• Submit marketing material to compliance for approval before use.
• Monitor and report on the performance of marketing campaigns and initiatives.
• Collaborate with internal teams to ensure marketing efforts align with overall company objectives.

General Office Support

• Greet and welcome visitors with a positive and professional demeanor.
• Answer, screen, and transfer incoming calls to the appropriate department or individual.
• Manage incoming and outgoing mail, packages, and deliveries.
• Schedule client meetings.

• Order gifts for clients (special life events - having a baby, getting married, milestone birthdays, also send for illnesses, surgeries, death in family usually do in memory to a charity) and COIs for referrals
• Help maintain client database.
• Manage postage machine.
• Print envelopes and birthday cards for clients; distribute to advisors for personalization; collect from advisors as completed and see that they are mailed on time.
• Scan paperwork into the electronic imaging/filing systems.
• Order and have delivered lunches for client meetings or team trainings/lunch & learns.
• Check inventory and order office supplies (including drinks/snacks/kitchen paper products) weekly if needed.
• Top off/reload paper in copiers.
• Ensure all counters and meeting spaces (in kitchen, meeting rooms and work room) are clean.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.