Receptionist

Rochester, NH - USA

Monthly Salary: $ 42500 - 63750

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

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 Rochester MN office is looking for a Receptionistto serve as 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.

The Receptionist position is a full-time opportunity. The position is on-site at the Rochester office and is required to open the office at 8:00am M-F.

In the spirit of pay transparency we are excited to share the base hourly range for this position is $20.00 - $22.00 per hour exclusive of bonuses and benefits.

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 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 Reception and Common Areas

Maintain a clean and organized reception area conference rooms and kitchen.
Order and manage office supplies and refreshments.

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

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 Associate level is $42500 to $63750. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.

IND123

#LI-KJ1

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 participate in the following benefits & development opportunities:

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)

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.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. 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.

About Wealth EnhancementWealth 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 st...