Receptionist

Minneapolis, MN, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Hourly

Rate:

Range $22.00 - $26.00

Work Schedule

Standard Hours

Benefits

Medical insurance

Dental Insurance

Vision Insurance

Disability insurance

401k plan

paid vacation days

Job Description

Generations Wealth Group is a reputable financial services firm that operates within the framework of Ameriprise Financial, delivering exceptional financial advisory services to clients across eleven distinct practices from its Edina location. Known for its commitment to integrity and personalized client interactions, Generations Wealth Group ensures that financial guidance is responsive to the unique needs and goals of each client. The firm fosters a professional environment where continual learning and adherence to regulatory standards are paramount, supporting both clients and staff in achieving financial wellness and operational efficiency.

The role available is for a Receptionist who will be an ... Show More

Job Requirements

Pass a criminal background check through Ameriprise
able to respond in a friendly and helpful manner
excellent verbal and written communication skills
proficient in MS Excel, MS Word, Outlook, and Adobe
familiarity with QuickBooks preferred
integrity and honesty
effective interpersonal skills
professional communication skills
ability to handle confidential information discreetly
ability to work under stress
work full-time 32-40 hours per week
available to start between 7:30 am and 8:30 am
work on-site at Centennial Lakes building in Edina

Job Qualifications

Two years related experience or equivalent combination of education and experience
lifelong learning and continuing education expected
excellent written and verbal communication skills
ability to respond effectively and friendly to managers, clients, customers, and the public
ability to use MS Excel, MS Word, Outlook, Adobe
familiarity with QuickBooks is a plus
high degree of integrity, honesty, commitment, and trust
excellent interpersonal and intrapersonal skills
ability to communicate professionally, clearly, and concisely
discretion in handling personal client information
ability to manage mental stress and fatigue in a regulated environment

Job Duties

Open and close lobby suite daily
greet clients upon arrival and extend hospitality
make fresh pots of coffee for clients and staff
manage mail duties including pick up and drop off mail within the building
sort mail and add to mail room bins
maintain and review Ameriprise Mail Log policies
personally deliver checks to Advisors
mail checks to home office when needed
work with compliance on mail issues or concerns
manage multi-line phone systems and direct calls
be point of contact for phone or internet issues
manage meeting calendar and determine client visits
maintain office supplies and order more when needed
maintain conference room schedule
liaise with third party vendors for equipment and bill payments
coordinate with building management for maintenance and staff badges/keys
deliver incoming packages at front desk
manage new employee access including keys and phones
basic bookkeeping including scanning invoices, creating QuickBooks invoices, managing rent
assist supervisor with miscellaneous LLC jobs and projects

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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