November 5, 2024

Twin City Private Wealth

Winston-Salem

FULL TIME

Director of First Impressions & Administrative Specialist

Director of First Impressions & Administrative Specialist
Position Title: Director of First Impressions & Administrative Specialist
Location: 301 N Main St Suite 1902, Winston-Salem, NC 27101
About Us
At Twin City Private Wealth, we’re more than financial planners—we’re partners in helping clients realize lives of significance, impact, and freedom. Guided by our mission to go beyond the numbers, we empower our clients to know they have “more than enough”—enough to bless others, make a difference, and live a life they love. Our culture is built on purpose, collaboration, and a commitment to both our clients and each other. Here, you won’t just have a job; you’ll have a place where your work helps shape futures and where you can thrive in a role that reflects the values that matter most to you.
Does this describe you?

Growth mindset and proactive problem-solver
Passionate about creating meaningful client experiences
Dynamic and eager to contribute in a collaborative team environment
Self-starter with a resourceful attitude

How you will make a difference
As our Director of First Impressions & Administrative Specialist, you’ll be the face of Twin City Private Wealth, welcoming clients and ensuring every touchpoint reflects our dedication to excellence and warmth. In this role, you’ll craft unforgettable client experiences, manage key operational details, and support our mission of inspiring confidence, peace of mind, and joy in retirement. If you’re a proactive, personable, and detail-oriented professional passionate about making a difference, this opportunity was designed with you in mind.
Key Responsibilities

Champion of Client Experience: Warmly welcome clients and prospects, setting the tone for every visit with professionalism and care that reflects our values.
Operational Excellence: Manage scheduling and streamline client interactions, ensuring our advisors’ time is maximized, and clients feel valued at every stage of their journey.
Community Builder: Celebrate client milestones with personal touches, thoughtful gifts, and handwritten notes, reinforcing our mission to go beyond the numbers.
Data Stewardship: Keep our CRM and records impeccably organized, ensuring data accuracy and supporting efficient onboarding and service.
Brand Alignment: Maintain our office atmosphere and manage vendor partnerships, ensuring every client touchpoint reflects the Twin City brand and commitment to exceptional service.

Ideal Qualifications

Experience & Skills: 3+ years in customer service, client-facing, or administrative roles where relationship-building and attention to detail are paramount.
Communication Mastery: Exceptional written and verbal skills, demonstrating empathy, professionalism, and an ability to connect meaningfully with clients and team members alike.
Technologically Proficient: Strong organization skills with CRM and digital tools, with a readiness to adopt new technologies to enhance client experiences.
Energetic & Positive: You bring a proactive attitude, a focus on results, and a genuine desire to create value for others.
Aligned with Purpose: You resonate with Twin City’s mission of seeking to impact lives beyond the numbers and are driven to help others find peace and fulfillment.

Why Join Twin City Private Wealth?

Empowering Culture: Join a team that encourages every member to lead and contribute, valuing your voice in a culture where shared success is celebrated.
Growth-Oriented: With our sights set on expanding our offices and team, there’s abundant room for personal and professional advancement.
Comprehensive Benefits: We offer competitive pay, company paid health insurance, dental, and vision. We also offer generous PTO—underscoring our commitment to your well-being.
Meaningful Work: Your role here goes beyond daily tasks; you’ll be part of a mission that helps clients achieve lives of purpose, joy, and financial confidence.

How to Apply
If you’re ready to be a difference-maker in an organization that values relationships and purpose, apply today! Share how your skills and passions align with Twin City’s mission to go beyond the numbers and create meaningful change.
Job Type: Full-time
Pay: $45,000.00 - $60,000.00 per year
Benefits: