Director Of First Impressions

Director of First Impressions – Job Description

Location: Sunset Hills, Missouri

Schedule: Approximately 30 hours per week

Compensation: $15–$18 per hour (depending on experience)

Start Date: May 2026

About Shore Group Advisors

Shore Group Advisors is a growing wealth management firm focused on helping individuals and families build, protect, and enjoy their wealth through thoughtful financial planning and investment management.  We help successful professionals and families aim for a work optional lifestyle and those who are retired, stay retired. 

Position Overview

The Director of First Impressions plays a key role in creating a welcoming and professional experience for clients while supporting the advisory team with administrative and organizational tasks.

Key Responsibilities

• Answer incoming phone calls in a friendly and professional manner
• Welcome and greet clients and visitors warmly
• Maintain an organized reception area
• Record notes from client conversations in the CRM system
• Maintain compliant client files
• Sort and distribute incoming mail
• Prepare outgoing correspondence
• Assist with copying, scanning, and document preparation
• Confirm client appointments
• Assist with managing advisor calendars
• Order and maintain office supplies
• Assist with team meetings and notes

What We're Looking For

• Strong problem-solving ability
• Professional demeanor
• Consistently punctual and reliable
• Ability to manage multiple tasks
• Comfort addressing bottlenecks or challenges immediately
• Open to direct and constructive feedback
• Growth-oriented mindset

Growth Opportunity

This role provides exposure to the operations of a growing financial advisory firm. Over time responsibilities may expand into client service support, operations assistance, marketing coordination, event planning, and account administration.