Receptionist - Team

Receptionist 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. We have an excellent opportunity for a Receptionist! The Receptionist is the first point of contact for clients, vendors, and visitors. This role is essential in creating a welcoming and professional environment while supporting the daily operations of the financial advisory office. This role is a fully onsite position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $45,000.00 to $48,000.00, 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. Primary Job Functions Reception and Administrative Duties 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 contacting clients directly via phone or email to schedule 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 Reception and Common Areas Maintain a clean and organized reception area, conference rooms, and kitchen. Order and manage office supplies and refreshments. Projects Special projects as assigned. All other duties as assigned. Education/Qualifications High School Diploma or related Previous receptionist / office experience preferred 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 CRM experience preferred Business office procedures knowledge Organized and able to prioritize work Familiarity with Salesforce and Workday a plus 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 be eligible to participate in the following benefits & development opportunities: 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) 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.

Created: 2026-03-04