Receptionist

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Founded in 1997, we have grown to serve over 90,000 households across 175 offices nationwide.

Primary Job Functions

• Greet clients and visitors warmly and professionally
• Answer and direct incoming phone calls promptly and courteously
• Manage the office calendar, including client appointments and internal meetings
• Prepare and maintain beverage stations; obtain beverages for clients as needed
• 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
• Support special projects as assigned

Education/Qualifications

• High school diploma or equivalent experience
• Previous receptionist or office experience preferred
• Well-developed written and verbal communication skills
• Detail oriented, highly organized, and adaptable
• Experience with Microsoft Office Suite
• CRM experience preferred
• Knowledge of business office procedures
• Familiarity with Salesforce and Workday a plus
• Demonstrated ability to effectively use AI tools and technologies in daily work tasks
• Willingness to learn new AI applications and adapt to evolving technologies

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)

Part-Time Employees Eligible Benefits

• 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

Equal Opportunity Employer

We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.