Director of First Impressions (Office Manager)

Compass Retirement Solutions•Creve Coeur, MO
•Onsite

About The Position

The Director of First Impressions (Office Manager) creates a welcoming, professional environment for clients, prospects, guests, and vendors at Compass Retirement Solutions. As the primary onsite point of contact, this detail-oriented and adaptable role maintains smooth front-office operations while supporting administrative, workplace, event, and client-service needs in a fast-paced setting. The position owns daily office readiness and organization, coordinates vendors and facility requests, and manages the collection and routing of office-related invoices and receipts through the approved Finance process. It coordinates onsite events and client-facing logistics, supports physical-office needs such as paperwork and signing, and leads assigned office projects. The role coordinates financial documentation but does not own accounting, approvals, payroll, reconciliation, forecasting, or financial analysis.

Responsibilities

  • Serve as the primary onsite contact for clients, prospects, visitors, and vendors.
  • Maintain a professional, welcoming, and organized front-office experience.
  • Support onsite client visits, document signing, meeting-room readiness, and hospitality.
  • Manage daily office readiness, including supplies, common areas, kitchen, meeting rooms, storage, signage, furniture, and general workplace needs.
  • Coordinate building-related requests and support the operational needs of the new office or building.
  • Track office issues through completion and escalate them when needed.
  • Coordinate cleaning, maintenance, deliveries, shredding, supplies, repair services, and other onsite vendors.
  • Maintain vendor contacts, schedules, service documentation, and onsite access, and follow through on requests until resolved.
  • Receive, organize, and maintain office-related invoices and receipts; confirm supporting documentation is complete and route items through the approved Finance process.
  • Follow up on missing invoice or receipt documentation and maintain organized records for Finance/Financially Smart.
  • Coordinate office events, client appreciation activities, celebrations, pie days, shred days, holiday activities, and similar onsite initiatives.
  • Manage event vendors, food, materials, setup, logistics, and onsite execution; coordinate shared support with Marketing, Operations, or other teams.
  • Coordinate client onboarding gifts and physical materials.
  • Support onsite paperwork, signing requests, and other physical-office needs that cannot be handled virtually; route broader service requests to the appropriate Client Service or Operations owner.
  • Own assigned onsite projects, such as office moves, organization, storage, furniture, painting, signage, and workspace setup.
  • Create simple checklists or processes for recurring office activities when needed.
  • Identify practical improvements to office efficiency and execution.
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