Job Description

About Thrive:

Thrive Wealth Management, LLC is an independent comprehensive financial planning firm.

Position Summary:

We are a rapidly growing firm looking for our next “Director of First Impressions” for our Blue Bell, Pa office who will also support the firm’s team of fifteen employees. We are looking for someone who has an “It’s my pleasure” attitude, excellent communication skills, innovative organizational skills, high energy, and a passion to serve others. If you are a well-organized individual with a cheerful, professional demeanor who is able to handle multiple priorities in a fast-paced environment, we want to speak with you! Experience in the financial industry is a plus, but not required.

Position Responsibilities:

· Answer phone calls

· Schedule client meetings

· Preparing, scanning and filing client investment account paperwork

· CRM data entry

· Maintain and order office supplies as needed

· Greet visitors and prepare meeting rooms for client meetings

· Process all incoming mail

· Perform other administrative duties as needed

· Special projects as assigned

Candidate Qualifications &

Attributes:

· Customer Service: 3-5 years

· Bachelor or Associate degree in Business Administration preferred

· Strong attention to detail and follow up

· Willingness to learn and grow with our Firm

· Ability to multitask in a fast-paced environment

Skills:

Proficient computer skills, familiar with Microsoft Office, and excellent phone demeanor

Compensation:

Compensation will be based on experience. Thrive offers an excellent benefits package, including medical, dental, vision, 401K, profit sharing, company paid life insurance and paid time off.

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