Job description

Job Summary

As a key member of First Heartland’s Team, the First Impression Specialist is responsible for greeting and directing guests, managing incoming phone calls, incoming and outgoing mail and occasional database entry. Once this team member masters the basic job duties, they will be brought in to assist various departments with needed project work.

First Heartland is a growing, independently owned financial services firm located in Lake Saint Louis, Missouri. We operate a broker dealer, as well as, a registered investment advisory firm and also function as an insurance wholesaler.

Responsibilities and Duties

• Work in a fun environment with a great team of people
• Greet and Direct Guests
• Manage incoming calls and paperwork
• Prepare correspondence to send to advisors and their clients
• Manage incoming and outgoing mail
• Data entry into company systems
• Assist various departments with project work

Qualifications and Skills

• College degree strongly preferred
• Ability to build and maintain positive business relationships
• Ability to Quickly learn/follow procedures and master new technology
• Ability to prioritize and multi-task
• High level of attention to detail and organization
• Strong problem solving skills
• Excellent verbal & written communication skills

Benefits

• Group Health Insurance (Employer paid for employee)
• Group Dental Insurance (Employer paid for employee)
• Group Long Term Disability Insurance (Employer paid for employee)
• Group Life Insurance (Employer paid for employee)
• 401(k)
• Paid Time Off (PTO) and Holidays

Job Type: Full-time

Pay: $42,000.00 - $44,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location: One location

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