Company Overview
At Bauman Wealth Advisors, we believe retirement should feel simple, not stressful. As a trusted SEC-Registered Investment Advisor, we create clear, personalized strategies that cover everything from income to real estate. Our goal is for our families to focus on DOING LIFE while we focus on retirement.
Position Summary
We are looking for a First Impressions Specialist to join our team in our Henderson, NV office. Reporting to the Director of Experiences, the First Impressions Specialist is responsible for ensuring smooth day-to-day front office operations while delivering a warm, professional, and consistent client experience. Serving as the primary point of contact for clients, prospects, vendors, and team members both in person and over the phone, this role plays a critical part in shaping the firm’s image.
The ideal candidate possesses strong customer service skills, attention to detail, and the ability to manage administrative and client-related responsibilities.
Key Responsibilities
- Answer incoming phone calls promptly and professionally
- Greet all clients, prospects, and guests upon arrival and ensure a welcoming experience
- Maintain a clean, organized, and professional lobby and waiting area, including keeping the coffee, beverage, and snack stations fully replenished
- Log client notes accurately within the CRM system, schedule and confirm appointments, and maintain up-to-date client records
- Collect, sort, and distribute incoming mail and packages and process outgoing mail
- Assist with copying, scanning, and preparing client reports and firm mailings
- Coordinate and schedule repairs for office equipment, liaise with IT support for technical issues, and manage office supply inventory
- Facilities coordination including overseeing shredding service, copiers and water machines
- Calendar support and additional administrative and operational support as needed
Qualifications & Requirements
Minimum Requirements
- Prior experience in customer service or a professional client-facing role
- Proficiency in Microsoft 365 applications
- Proven ability to manage time effectively and handle multiple tasks simultaneously
Knowledge, Skills & Abilities
- Strong professional phone presence and excellent verbal communication skills
- Clear written communication with a high level of grammar and accuracy
- Ability to thrive and remain organized in a fast-paced environment
- High attention to detail and strong follow-through
- Problem-solving mindset with a proactive, initiative-taking approach
- Working familiarity with standard office equipment and software
Personal Attributes
- Client-first, service-driven mindset
- Compliance-oriented and detail-focused work ethic
- Empathetic and professional interpersonal style
- Team-oriented attitude with a willingness to support colleagues
- Consistently embodies and champions the core values and culture of Bauman Wealth Advisors
Why Join Us?
At Bauman, we believe every person deserves the freedom to Dream, Create, and Live. When you join our team, you'll enjoy:
- Healthcare reimbursement
- Defined benefit retirement plan
- Three weeks PTO per year
- Company paid holidays
- Paid parental leave
- Early office closure on Fridays
- Growth potential for the right candidate
Pay: $40,000.00 - $45,000.00 per year
Benefits:
- Paid time off
- Retirement plan
Work Location: In person
