Part-Time Receptionist
Part-Time Receptionist
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Job Description
About Wealth Enhancement
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 80000 households from our over 140 offices - and growing - nationwide.
Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .
Our Dix Hills NY Team is looking for a Part-Time Receptionist to work on-site and roughly 16 hours per week with a Monday-Thursday schedule (Roughly 4 hours per day). They will serve as the first point of contact for clients and visitors providing a welcoming and professional experience. This role also includes managing scheduling for financial advisors ensuring efficient coordination of client meetings and office activities.
The hourly target for this role is $19.00 - $22.00/hr depending on experience.
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. Were big on open conversations so lets have one.
Primary Job Functions
Reception Duties:
Responsible for greeting clients in for meetings and providing a high level of customer service to new/existing clients
Handle incoming client calls for appointments and service needs through switchboard maintenance
Enthusiastically greet and announce clients
Prepare and maintain beverage stations and obtain beverages for clients
Scheduling Management & Meeting Preparation:
Coordinate and manage financial advisors calendars scheduling client meetings and strategy sessions
Set up meeting rooms organize materials and ensure a seamless experience for clients
Confirm appointments send reminders and follow up with clients as needed
Maintain Reception Area / Mail Deliveries 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 treats
Ensure the Reception Area is proper for client visits
Project Assistance
Under the direction of your manager assist with various office projects as requested
Other duties as assigned
Educations / Qualifications
HS Diploma / 2 year degree a preferred
2 years office/reception experience
Friendly outgoing positive attitude
Professional appearance; voice and interaction with customers
Excellent oral and written communication skills
Ability to work with all levels of staff and management
Ability to prioritize work flow and projects; work in a deadline environment and be flexible
Detail oriented
Good working knowledge of Word Excel Outlook and PowerPoint
Ability to work as a Team Member
Time Off is arranged with your Manager at least two weeks in advance
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. Thus the entire salary range for those who are classified as the Lead level is $42500.00 to $63750.00.
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. As a part-time employee you may participate in the following benefits & development opportunities:
Training and professional development
401k with match and profit sharing
Pet insurance
Wellness programs and resources workers 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 working 30 or more hours per week are also eligible for:
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
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
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: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Employment Type
Part-Time
