Receptionist
Receptionist
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Job Description
Generations Wealth Group is seeking a highly organized self-managed professional Receptionist to join our Ameriprise Financial office in Edina that serves eleven practices. The ideal candidate will be the first point of contact for our clients and visitors in our main lobby providing exceptional customer service while managing a variety of administrative tasks. This role will also maintain and support within the Ameriprise Financial guidelines.
Responsibilities:
- Open & close lobby suite daily
- Greet clients upon arrival and extend hospitality.
- Makes fresh pots of coffee for clients & staff.
- Mail duties including:
- Pick up & drop off mail within the building
- Sort mail & add to mail room bins
- Maintain & review the Ameriprise Mail Logs updated policies.
- Personally deliver checks to the Advisors within the office
- Mail checks to home office headquarters if needed
- Work with compliance on any mail issues and/or concerns.
- Manage multi-line phone systems directing calls to appropriate personnel.
- Youre the point of contact in the office if staff is having phone issues or internet issues.
- Manage meeting calendar for the week to determine when clients are coming into the office.
- Maintain office supplies and order more when needed.
- Maintain conference room schedule.
- Work with third party vendors to ensure office equipment is working properly and bills are paid.
- Work with building management for maintenance calls and ordering new badges/keys for staff.
- Delivers all incoming packages at the front desk.
- Manage all new employee hires with access to office keys phones update phone & email list.
- Basic bookkeeping duties including:
- Scan in all invoices
- Create invoices for Advisors through QuickBooks.
- Manage building rent and Advisors office rent etc.
- Works with the supervisor on miscellaneous LLC jobs & projects
Key Skills/Abilities/Knowledge/Competencies:
For success in this role an individual must be able to perform each primary responsibility at a basic level. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
- Two years related experience and/or training; or equivalent combination of education and experience.
- Continuing education Lifelong learning is expected.
- Pass a criminal background check conducted through Ameriprise when hired.
Language Skills:
- Able to effectively respond in a friendly helpful manner to managers clients customers and the public.
- Excellent written and verbal communication skills are essential and mandatory.
Computer Skills:
- Able to use MS Excel MS Word Outlook Adobe.
- Familiarity with QuickBooks is a plus.
Certificates Licenses Registrations Designations Required: None
Other Skills and Abilities:
- It is essential that the Receptionist role has a high degree of integrity honesty commitment and trust. The financial health image and goodwill of the company are highly influenced by the person holding this position.
- A successful Receptionist will have excellent inter and intrapersonal relationship skills effective communication skills and the willingness to show empathy and understanding for various points of view.
- Able to communicate with clients in a professional clear and concise manner is essential.
- The Receptionist must exercise discretion in dealing with the personal information of clients.
- This position requires the ability to manage significant levels of varied stresses in particular mental stresses and fatigues. This position operates in a highly regulated and ever-changing environment.
Work Environment:
- This position is in-person in the Centennial Lakes building in Edina.
- Work between 32-40 hours per week full-time.
- Start between 7:30am-8:30am
- End between 3:30pm-5:00pm
Compensation:
- Salary - $21.60 - $26.44 based on experience
- We offer full benefits including medical dental vision disability 401k and vacation days.
Generations Wealth Group is an equal opportunity employer.
Employment Type
Full-Time
