First Impressions Specialist

Job Description

Job Description

Welcome to Zinnia Wealth Management, where we believe the first impression sets the tone for everything. We're looking for a radiant personality to join our team in Ocala, Florida, as our First Impressions Specialist. This isn't just a front desk job; it's the heart of our client experience. You'll be the first smiling face and helpful voice that our clients and visitors encounter, creating a warm and professional atmosphere from the moment they connect with us. If you have a knack for making people feel at ease, a keen eye for detail, and a genuine passion for providing outstanding service, you might be the perfect fit. You'll play a crucial role in supporting our team and ensuring our office runs smoothly, making a real difference in how everyone experiences Zinnia Wealth Management.

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Career Growth Opportunities

Greet and welcome clients and visitors with a positive and friendly attitude.

Answer and direct phone calls efficiently and professionally.

Manage incoming and outgoing mail and deliveries.

Maintain the reception area, ensuring it is tidy and presentable at all times.

Assist with administrative tasks such as scheduling appointments and managing calendars.

Assisting with planning, coordinating, and executing our client events.

Provide support to the Zinnia Wealth Management team as needed.

Be a point of contact for client inquiries, directing them to the appropriate team member.

High school diploma or equivalent required.

Previous experience in a customer-facing role is strongly preferred.

Exceptional verbal and written communication skills.

A warm, welcoming demeanor and a genuine desire to help others.

Proficiency in basic office software (e.g., Microsoft Office Suite).

Excellent organizational skills and attention to detail.

Ability to manage multiple tasks efficiently.