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Director of 1st Impression, Reception, & Digital Media Manager
Front desk and client hospitality leader who manages office communications, scheduling, and social media while creating a warm, organized first impression for clients and guests.
About Leverage Planners LLC
At Leverage Planners, we abolish financial anxiety for Blue Jean Millionaires, providing them with lifelong financial security, freedom, and peace they deserve.
Description
Director of First Impressions & Social Media
Leverage Planners Wealth Management
Bellevue, WA | Full Time | In Office
Before you apply
Watch this 45-second message
Is This You?
This position is the first face and voice of our firm. You help clients feel welcome, keep the office organized, support our social media presence, and help our team run educational events.
This role is designed as a career starting point with growth opportunities for someone who demonstrates reliability, initiative, and leadership.
No finance background or college degree is required. What matters most is hospitality, organization, commitment, and a long-term mindset.
What You Will Do
Front Desk / Client Hospitality
Welcome clients and visitors, in person, by email, and on the phone in a warm and professional way. Your goal is to create a great first impression of Leverage Planners.
Scheduling / Calendar Coordination
Help keep the office organized by managing appointments, confirming meetings, and coordinating schedules using Google Calendar and Calendly.
Office Organization / CRM Support
Maintain organized client records in our CRM system and help keep office operations running smoothly.
Social Media Support
Assist with posting content to our company social media channels and maintaining an organized digital media library.
Educational Event Support
Assist our team with 2 to 4 evening client events per month, including guest check-in, event setup, and helping schedule follow-up meetings.
Career Growth Opportunity
This role is ideal for someone who wants to grow into larger responsibilities over time.
Team members who demonstrate strong performance may grow into roles such as:
- Client Experience Manager
- Operations Coordinator or Operations Manager
- Marketing and Social Media Coordinator
- Event and Community Engagement Manager
We actively support employee growth through training, mentorship, and career development opportunities.
Who Thrives in This Role
People who succeed here tend to be:
- Naturally warm and welcoming
- Highly organized and detail oriented
- Comfortable using modern office tools
- Social media aware and digitally comfortable
- Reliable and consistent
- Proud of creating a great experience for others
Compensation
Salary: $55,000 – $72,000 depending on experience
Additional team and individual performance bonuses
Full-Time Benefits
- Competitive salary plus performance bonuses
- Generous PTO and holidays
- Medical and dental insurance contribution
- 401(k) plan with 50 percent employer match
- Free parking
- Free office snacks and drinks
Wellness facilities available to staff:
- Yoga studio with spin bikes and mats
- Olympic free-weight gym with Pelotons and treadmills
- Showers and locker rooms with towel service
Workplace amenities:
- Onsite breakfast and lunch café
- Walking distance to many restaurants
Professional development support:
- Travel allowances for events
- Free professional job training
- Reimbursement for licensing and certification
- Sponsored career advancement training and education
Schedule
Monday through Friday during normal business hours.
This role also supports 2 to 4 weekday evening client events per month. Flex time is provided to balance schedules.
Reliable personal transportation is required. Mileage reimbursement is provided for event travel.
Before you apply
Watch this 45-second message from our founder about the kind of person who thrives here.
How to Apply
Record a short video:
- Introducing yourself and telling us why you enjoy working with people.
- What stood out to you about Leverage Planners after reading this job description?
Save to iCloud or Dropbox or Google Drive, and send us the share link.
Submit your resume and a short note describing why you enjoy working with people and creating great client experiences.
We look forward to meeting candidates who value hospitality, organization, and long-term professional growth.
Salary
$55,000 - $72,000 per year
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