Job Overview
Employment Type
Full-time
Work Schedule
Standard Hours
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Disability Coverage
Paid Time Off
401K contribution
Paid holidays
Job Description
Phillips Financial is a well-established financial services firm located in Fort Wayne, Indiana, with a rich history dating back to 1949. The company has grown into a trusted name in the region, known for its commitment to transparency, relational insight, and strategic rigor. Phillips Financial serves a diverse client base that includes individuals, families, and businesses, providing customized financial planning, disciplined investing, and a broad range of specialized services such as employer-sponsored qualified retirement plans and employee benefits consulting. With a team of over 30 professionals, the firm emphasizes a relationship-driven approach grounded in core values like excellence, integrity, resourcefulness, generosity, and curiosity. The company culture fosters a family-like atmosphere where every team member is supported, valued, and encouraged to thrive. The office environment balances professionalism with warmth, positioning people at the center of all operations to ensure collective success.
The role of First Impression Specialist at Phillips Financial plays a crucial part in defining the client and visitor experience at the Fort Wayne office. This full-time, in-office position operates Monday through Friday from 8:00 am to 5:00 pm and reports directly to the Operations Manager. As the 'face and voice' of the company, the First Impression Specialist is responsible for warmly greeting clients and visitors, managing phone communications, supporting front-office operations, and assisting with various administrative tasks. This position demands a high level of organization, professionalism, and a genuine passion for delivering exceptional service. The ideal candidate excels at anticipating needs, communicates with warmth and accuracy, and understands the importance of discretion and confidentiality inherent in a financial services setting.
From managing the office environment, opening and closing procedures, to handling mail and documentation processing, the First Impression Specialist ensures the office runs smoothly on a day-to-day basis. They play an integral role by supporting advisors and team members with document preparation and client deliverables while maintaining accurate records in line with firm protocols, including updates in systems like Practifi. Success in this role is characterized by proactive service, attention to detail, and cultivating positive interactions that embody the welcoming and professional spirit of Phillips Financial. The company offers a competitive salary with bonus potential and a generous benefits package including paid time off, holidays, health and dental insurance, vision coverage, disability benefits, health savings accounts, and 401k contributions. Candidates who possess experience in client service or professional office environments, excellent communication skills, proficiency with technology and office systems, and a strong service attitude will find this role rewarding and impactful.
The role of First Impression Specialist at Phillips Financial plays a crucial part in defining the client and visitor experience at the Fort Wayne office. This full-time, in-office position operates Monday through Friday from 8:00 am to 5:00 pm and reports directly to the Operations Manager. As the 'face and voice' of the company, the First Impression Specialist is responsible for warmly greeting clients and visitors, managing phone communications, supporting front-office operations, and assisting with various administrative tasks. This position demands a high level of organization, professionalism, and a genuine passion for delivering exceptional service. The ideal candidate excels at anticipating needs, communicates with warmth and accuracy, and understands the importance of discretion and confidentiality inherent in a financial services setting.
From managing the office environment, opening and closing procedures, to handling mail and documentation processing, the First Impression Specialist ensures the office runs smoothly on a day-to-day basis. They play an integral role by supporting advisors and team members with document preparation and client deliverables while maintaining accurate records in line with firm protocols, including updates in systems like Practifi. Success in this role is characterized by proactive service, attention to detail, and cultivating positive interactions that embody the welcoming and professional spirit of Phillips Financial. The company offers a competitive salary with bonus potential and a generous benefits package including paid time off, holidays, health and dental insurance, vision coverage, disability benefits, health savings accounts, and 401k contributions. Candidates who possess experience in client service or professional office environments, excellent communication skills, proficiency with technology and office systems, and a strong service attitude will find this role rewarding and impactful.
Job Requirements
- High school diploma or equivalent
- Previous experience in a client-facing or administrative role
- Strong communication and customer service skills
- Proficiency with office technology and software
- Ability to multitask and manage time efficiently
- Attention to detail and accuracy
- Discretion and confidentiality in handling sensitive information
Job Qualifications
- Experience in front office, client service, hospitality, administrative, or professional services environment
- Excellent interpersonal skills and professional presence
- Strong verbal and written communication skills
- Close attention to detail and ability to follow procedures accurately
- Ability to prioritize tasks and manage time effectively
- Proficiency with Microsoft Office and general office equipment
- Experience with CRM, document management, phone systems, and mailing services
- Ability to maintain confidentiality and exercise discretion
Job Duties
- Greet and assist clients and visitors warmly
- Answer incoming phone calls promptly and professionally
- Open and close the office each business day
- Maintain an organized and welcoming office environment
- Process copying, scanning, laminating, faxing, and document preparation requests
- Handle incoming and outgoing mail and packages
- Record and update tasks and client-related communications in Practifi
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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