Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm with a mission to align mindfulness with financial wealth advisory. Our holistic approach brings together behavioral coaching, financial planning, and investment management to develop investor habits and strategies for long-term abundance and peace of mind. Since inception, we remain guided by our commitment to offering a level of alignment and personalized service that extends beyond a traditional wealth advisory relationship. We treat our clients and employees as family, putting our people at the heart of everything we do. As a family-oriented firm, we operate in a team-based environment based on principles of collaboration, continuous learning, honesty, and integrity. Don’t miss out on this chance to join our dynamic, accoladed team!
Are you a detail-oriented, energetic team player who is dedicated to and familiar with handling the needs of clients and executive staff members? If so, apply to be our new Director of First Impressions. This crucial role reflects upon the entire company as you will be the first person to greet clients and prospects and will play a vital role in their experience with us. Primary responsibilities include administrative and general office duties, such as: maintaining office organization, scheduling client and team meetings, sending pertinent documents and gifts to clients, managing calendars, and taking care of more personal ad hoc requests from our staff. To ensure success, the candidate must be able to juggle multiple projects, work effectively in a fast-paced environment, and possess excellent customer service skills. This position reports directly to the Head of Operations and has the opportunity to grow into an Office Manager role.