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Director of First Impressions

Pittenger & Anderson, Inc.
5533 S 27th St, Lincoln, NE 68512
From $30,000 a year

Location

5533 S 27th St, Lincoln, NE 68512

Full job description

About Pittenger & Anderson:

Pittenger & Anderson, Inc. is a fee-only Registered Investment Advisor (RIA) based in Lincoln, Nebraska that provides investment management and comprehensive financial planning services. Our firm has been named to the CNBC Financial Advisor 100 List the past two years (2019 and 2020).

Job Summary:

As the Director of First Impressions, you will be the first person at P&A that most clients and prospective clients will encounter, either via the phone or walking through the front door. You will also play an important role in helping to develop and execute marketing and outreach activities to clients and prospective clients. As part of the P&A team, you will be involved in Business Development and Strategic Planning meetings. We have an open office and view collaboration as one of our key differentiators.

Job Responsibilities: The Director of First Impressions position is more than answering phones and greeting guests to our office. In addition to these two critical tasks, some of your responsibilities will include, but are not limited to:

  • In partnership with our advisors, proactively think of ways to WOW our clients
  • Facilitate our quarterly account review process and client report card generation
  • Have a foundational knowledge of our portfolio management software (Tamarac)
  • Run daily, weekly, and monthly reports and other reports as needed
  • Scan and file trade tickets and fee statements
  • Maintain general office aesthetics – ensuring the office is clean and presentable and conference rooms are prepared before client meetings
  • Develop and aid in the development of marketing materials, email and online marketing campaigns, and other ways to engage our clients and prospective clients
  • Order office, bathroom, and kitchen supplies as needed

Preferred Qualifications & Experience:

  • Associates or bachelor’s degree, preferably with an emphasis in business, finance, or marketing
  • Series 65 exam to be passed within 120 days of initial hire

Desired Skill Sets & Abilities:

  • Professionalism and confidence
  • Engaging and sociable
  • Positive and energetic
  • Proactive and self-motivated
  • Good communication skills: in-person, over the phone, and via email
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Ability to adapt to new technologies and enhance existing technology to increase efficiency
  • Proficiency in online marketing tools: Google Ads, SEO, Twitter, and other online marketing platforms/strategies is a plus

Job Type: Full-time

Pay: From $30,000.00 per year

Benefits:

  • Health insurance
  • Paid time off
  • Professional development assistance
  • Retirement plan

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Work Location:

  • One location

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • People-oriented -- enjoys interacting with people and working on group projects
  • Detail-oriented -- would rather focus on the details of work than the bigger picture

This Job Is:

  • A job for which all ages, including older job seekers, are encouraged to apply

Company's website:

  • https://pittand.com

Benefit Conditions:

  • Waiting period may apply

Work Remotely:

  • No