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Wealth Enhancement · 22 hours ago

Receptionist

Rochester, MN

Full-time

Onsite

New Grad, Entry Level

$20/hr - $22/hr

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Receptionist will serve as the first point of contact for clients, vendors, and visitors, creating a welcoming environment while supporting daily operations.

Financial ServicesRisk ManagementWealth Management

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 client 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

Qualification

Microsoft OfficeCRM experienceBusiness office proceduresHighly organizedOrganizedPrioritize workSalesforce familiarityWorkday familiarityWritten communicationVerbal communicationDetail orientedAdaptable

Required

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

Preferred

Previous receptionist / office experience preferred

CRM experience preferred

Familiarity with Salesforce and Workday a plus

Benefits

Training and professional development

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, 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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997