Receptionist

Wealth Enhancement Group•Milwaukee, WI

15d•$50,000 - $55,000•Onsite

About The Position

Team Sadoff in our Milwaukee, WI office is looking for a Receptionist to assist our Client Service Associates and serve as the first contact with clients, vendors, and prospects as they call or visit the office. The goal of the Receptionist is to provide the highest level of customer service to those individuals. This is an on-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $55,000.00, 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

HS Diploma/2-year degree preferred
2 year’s office/reception experience
Friendly, outgoing, positive attitude
Professional appearance, voice, and interaction with customers
Detail-oriented
Excellent oral and written communication skills
Ability to work with all levels of staff and management, with a teamwork mentality
Ability to prioritize workflow and projects; work in a deadline environment and be flexible
Good working knowledge of Word, Excel, Outlook, and PowerPoint required

Nice To Haves

Familiarity with Salesforce and Adobe preferred

Responsibilities

Provide a high level of exceptional customer service to new and existing clients
Enthusiastically greet clients and announce their arrival
Handle incoming client calls for appointments and service needs
Provide information about client’s accounts
Data entry
Document processing, scanning, and copying
Process transactions such as money movements
Prepare client reports
Maintain databases
Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
Prepare and maintain beverage stations and obtain beverages for clients
Ensure the reception area is proper for client visits
Ensure dishes are clean and kitchen area and conference rooms are properly maintained
Under the direction of your manager, assist with various office projects as requested
General office work

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)