Receptionist

Wealth Enhancement Group•Dix Hills, NY

11d•$19 - $22•Onsite

About The Position

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. Our Dix Hills, NY Team is looking for a Receptionist to work on-site with flexibility to leave by 4:00 pm. They will serve as the first point of contact for clients and visitors, providing a welcoming and professional experience. This role also includes managing scheduling for financial advisors, ensuring efficient coordination of client meetings and office activities. The hourly target for this role is $19.00 - $22.00/hr depending on experience. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

HS Diploma / 2 year degree a preferred
2 year’s office/reception experience
Friendly, outgoing, positive attitude
Professional appearance; voice and interaction with customers
Excellent oral and written communication skills
Ability to work with all levels of staff and management
Ability to prioritize work flow and projects; work in a deadline environment and be flexible
Detail oriented
Good working knowledge of Word, Excel, Outlook, and PowerPoint
Ability to work as a Team Member
Time Off is arranged with your Manager at least two weeks in advance

Responsibilities

Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients
Handle incoming client calls for appointments and service needs through switchboard maintenance
Enthusiastically greet and announce clients
Prepare and maintain beverage stations and obtain beverages for clients
Coordinate and manage financial advisors’ calendars, scheduling client meetings and strategy sessions
Set up meeting rooms, organize materials, and ensure a seamless experience for clients
Confirm appointments, send reminders, and follow up with clients as needed
Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
Maintain office cleanliness and client preparedness: Make sure dishes are clean and kitchen area is properly maintained
Order various client related beverages and treats
Ensure the Reception Area is proper for client visits
Under the direction of your manager, assist with various office projects as requested
Other duties as assigned

Benefits

Training and professional development
401k with match and profit sharing
Pet insurance
Wellness programs and resources, worker’s compensation
18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees
12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees
Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Medical, dental and vision coverage (Available to 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 – employer paid