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

full benefits

Job Description

Generations Wealth Group is a reputable financial services firm located in Edina, Minnesota that operates within the Ameriprise Financial framework. The company is dedicated to providing exceptional wealth management solutions and financial planning services through its multiple practices, serving a diverse client base across the region. With a strong emphasis on personalized client care and professional integrity, Generations Wealth Group has established itself as a trusted partner in the financial industry. The firm prides itself on maintaining a supportive and collaborative work environment that fosters growth and values lifelong learning. It is committed to upholding high standards of customer service... Show More

Job Requirements

Two years related experience and or training or equivalent combination of education and experience
continuing education is expected
pass a criminal background check conducted through Ameriprise
effective friendly communication skills with managers, clients, customers, and the public
excellent written and verbal communication skills
proficiency with MS Excel, MS Word, Outlook, and Adobe
familiarity with QuickBooks is desirable
high integrity and trustworthiness
excellent interpersonal skills
ability to communicate professionally and clearly
discretion with client information
ability to manage stress and fatigue in a regulated environment

Job Qualifications

Two years related experience and or training or equivalent combination of education and experience
continuing education and lifelong learning is expected
pass a criminal background check conducted through Ameriprise
able to effectively respond in a friendly and helpful manner to managers, clients, customers, and the public
excellent written and verbal communication skills
able to use MS Excel, MS Word, Outlook, Adobe
familiarity with QuickBooks is a plus
high degree of integrity, honesty, commitment, and trust
excellent inter and intrapersonal relationship skills
effective communication skills and willingness to show empathy and understanding
able to communicate with clients in a professional, clear, and concise manner
exercise discretion in dealing with personal information of clients
ability to manage significant levels of varied mental stresses and fatigues in a highly regulated and changing 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
perform mail duties including pick up and drop off mail within the building
sort mail and add to mail room bins
maintain and review the Ameriprise Mail Log's updated policies
deliver checks to advisors within the office
mail checks to home office headquarters if needed
work with compliance on any mail issues or concerns
manage multi-line phone systems and direct calls to appropriate personnel
serve as point of contact for phone or internet issues
manage meeting calendar to track client visits
maintain office supplies and order more when needed
maintain conference room schedule
collaborate with third party vendors to ensure office equipment functionality and bill payment
coordinate with building management for maintenance calls and new badges/keys for staff
deliver all incoming packages at the front desk
manage new employee hires regarding office access, keys, phones, and update phone and email lists
perform basic bookkeeping duties including scanning invoices, creating invoices for advisors through QuickBooks, managing building rent and office rent
work with supervisor on 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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