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SalaryJob Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 100 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
Our Woodbury, MN office is looking for a Receptionist to serve as the first point of contact with customers, clients, and prospects as they call or visit our office. The individual's goal is to provide the highest level of customer service.
The salary target for this role is $40,000.00 - $50,000.00 depending on experience; this position is also eligible for an annual team bonus.
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.
Primary Job Functions
Reception Duties:
- Responsible for greeting clients in person for meetings and providing a high level of customer service to new/existing clients
- Handle incoming client calls for appointments and service needs making sure they relate to someone that can help
- Engage and establish relationships with our clients in person and over the phone
- Prepare and maintain conference rooms and beverage stations and obtain beverages for clients
- Assist financial advisors with various requests throughout the day
- Mange financial advisors’ calendar and conference room booking
- Collect and distribute mail for each team
- Order office supplies
Maintain Reception Area and Kitchen:
- 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 candy
- Ensure the Reception Area is proper for client visits
Education/Qualifications
- 4-year college degree a plus not required.
- 2+ years of Customer Service/Office/Reception experience a must
- Good working knowledge of Word, Excel, Outlook, and PowerPoint
- Professional appearance; voice and interaction with customers
- Excellent oral and written communication skills
- Ability to work with all levels of staff and management
- Friendly, outgoing, positive attitude, team player, self- starter, detail oriented
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
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