Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $20.00 - $22.00
Work Schedule
Standard Hours
Benefits
Medical insurance
Dental Insurance
Vision Insurance
Health savings account
Flexible spending account
Life insurance
Disability insurance
401k plan
Paid Time Off
Paid holidays
Paid parental leave
Tuition Reimbursement
wellness programs
Voluntary benefits including pet insurance
Job Description
Wealth Enhancement is a leading independent wealth management firm passionately dedicated to enriching the lives of its clients. Established in 1997, the company has set a high standard in the wealth management industry by offering personalized financial planning and unique investment management solutions. With a team-based Roundtable and UniFi process, Wealth Enhancement goes well beyond the conventional approach, ensuring every financial plan is tailored to meet the specific needs of each client. Serving over 80,000 households through more than 140 offices nationwide, the firm continues to expand its footprint across the United States.
The Rochester, MN office of Wealth E... Show More
The Rochester, MN office of Wealth E... Show More
Job Requirements
- High school diploma or equivalent
- Previous experience as receptionist or in an office environment preferred
- Excellent communication skills both written and verbal
- Strong organizational skills with attention to detail
- Proficiency in Microsoft Office applications
- Ability to manage multiple tasks efficiently
- Comfortable using CRM software
- Ability to stand or sit for long periods
- Must be available to open the office at 8:00 AM Monday through Friday
- On-site work at Rochester MN office required
Job Qualifications
- High school diploma or related
- Previous receptionist or office experience preferred
- Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization
- Detail oriented highly organized and adaptable
- Experience with Microsoft Office suite
- CRM experience preferred
- Business office procedures knowledge
- Organized and able to prioritize work
- Familiarity with Salesforce and Workday a plus
Job Duties
- Greet clients and visitors warmly and professionally ensuring a positive first impression
- Answer and direct incoming phone calls promptly and courteously
- Manage the office calendar including client appointments and internal meetings
- Prepare and maintain beverage stations and obtain beverages for clients
- Support advisors and staff with administrative tasks such as data entry filing and scanning
- Manage incoming and outgoing USPS FedEx and UPS mail deliveries
- Maintain a clean and organized reception area conference rooms and kitchen
- Order and manage office supplies and refreshments
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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