Director of First Impressions

North South Wealth Management
Lakewood Ranch, FL, US
Posted May 11, 2026

Position Summary

The Director of First Impressions is a key client‑facing and administrative role responsible for creating a welcoming, professional experience for all clients, visitors, and callers. This individual serves as the first point of contact for the organization while also providing essential administrative and scheduling support to the team. The ideal candidate is personable, organized, proactive, and thrives in a professional office environment.

Key Responsibilities

· Greet clients, guests, and visitors in person with professionalism and warmth

· Answer and professionally route incoming phone calls

· Manage calendars for advisors/executives, including scheduling meetings and conference calls

· Coordinate meeting logistics, including room setup, technology, and guest accommodations

· Assist with setting up and managing virtual and in‑person meetings

· Maintain reception and common areas to ensure a polished, welcoming environment

· Perform a variety of administrative duties such as data entry, document preparation, filing, and correspondence

· Manage incoming and outgoing mail, deliveries, and office supplies

· Communicate effectively with internal team members to support smooth daily operations

· Maintain confidentiality when handling sensitive information

Qualifications \& Skills

· Previous experience in a receptionist, administrative assistant, office coordinator, or client services role preferred

· Strong organizational and time‑management skills

· Excellent verbal and written communication skills

· Professional appearance and demeanor

· Ability to multitask and prioritize in a fast‑paced environment

· Proficiency in Microsoft Outlook, Word, Excel, and scheduling/calendar tools

· Strong attention to detail and reliability

What We’re Looking For

· Someone who naturally creates positive first impressions

· A proactive team player who enjoys supporting others

· A detail‑oriented professional who takes pride in organization and service

Why Join Our Team

· Professional and supportive work environment

· Opportunity to work closely with leadership and clients

· Competitive compensation and benefits

· A role where your impact is felt every day

How to Apply

Please submit your resume and a brief cover letter highlighting your experience and interest in the role to heather.black@ampf.com.

Pay: $24\.00 \- $28\.00 per hour

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Work Location: In person

Job Details

Job Type

admin_data_entry

How to Apply

This job has specific application instructions. Please read the full job description carefully.

Company Verification

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Original job posting from: Indeed_linkedin

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