Receptionist - Team

Wealth Enhancement Group•Hutchinson, MN

2d•$45,000 - $48,000•Onsite

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com. We have an excellent opportunity for a Receptionist! The Receptionist is the first point of contact for clients, vendors, and visitors. This role is essential in creating a welcoming and professional environment while supporting the daily operations of the financial advisory office. This role is a fully onsite position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 to $48,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

High School Diploma or related
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
Business office procedures knowledge
Organized and able to prioritize work

Nice To Haves

Previous receptionist / office experience preferred
CRM experience preferred
Familiarity with Salesforce and Workday a plus

Responsibilities

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 contacting clients directly via phone or email to schedule 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.
Special projects as assigned.
All other duties as assigned.

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)